Orion Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,733
-4.7%
8040.0%0.05%
-6.0%
Q1 2023$75,246
+2.5%
8040.0%0.05%
-7.4%
Q4 2022$73,413
+11.2%
8040.0%0.05%
+1.9%
Q3 2022$66,000
-8.3%
8040.0%0.05%
-5.4%
Q2 2022$72,000
-12.2%
8040.0%0.06%
+14.3%
Q1 2022$82,000
-2.4%
8040.0%0.05%
+2.1%
Q4 2021$84,000
+3.7%
8040.0%0.05%
-2.0%
Q3 2021$81,000
-4.7%
8040.0%0.05%
-7.5%
Q2 2021$85,000
+4.9%
8040.0%0.05%
-7.0%
Q1 2021$81,000
+24.6%
8040.0%0.06%
+18.8%
Q4 2020$65,0008040.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders