Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$221,827
-9.2%
5,376
-16.9%
0.01%
-28.6%
Q1 2023$244,321
-84.1%
6,470
-84.2%
0.01%
-96.0%
Q2 2018$1,533,000
+297.2%
41,014
+294.7%
0.35%
+68.1%
Q4 2014$386,00010,3910.21%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 251,342$11,018,00012.34%
Permanens Capital L.P. 92,400$4,051,0005.75%
Accuvest Global Advisors 224,850$9,857,0003.24%
CONNABLE OFFICE INC 212,005$9,294,0002.44%
SMITH CHAS P & ASSOCIATES PA CPAS 176,399$7,733,0001.54%
Foothills Asset Management, Ltd. 41,794$1,832,0001.49%
NewSquare Capital LLC 62,602$2,744,0000.98%
Kistler-Tiffany Companies, LLC 31,159$1,366,0000.91%
Madden Advisory Services, Inc. 39,412$1,728,0000.90%
Northeast Financial Consultants Inc 29,841$1,308,0000.72%
View complete list of ISHARES TR shareholders