Orion Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 723 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Orion Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$78,205
-5.3%
8040.0%0.04%
-6.8%
Q1 2024$82,619
-0.3%
8040.0%0.04%
-10.2%
Q4 2023$82,868
+15.5%
8040.0%0.05%
+4.3%
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 Q4 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders