Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 470 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.78 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$213,000
-52.8%
478
-59.8%
0.02%
-61.9%
Q4 2020$451,000
+28.5%
1,190
+3.1%
0.04%
+5.0%
Q3 2020$351,000
+21.5%
1,154
+8.2%
0.04%
+2.6%
Q2 2020$289,000
+43.1%
1,067
+8.2%
0.04%
+5.4%
Q1 2020$202,0009860.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 18,730$9,501,0047.93%
VALLEY FINANCIAL MANAGEMENT, INC. 19,812$10,049,8355.20%
360 Financial, Inc. 18,725$9,498,6754.91%
AFFINITY WEALTH MANAGEMENT LLC 39,287$19,928,4904.57%
Northstar Advisory Group, LLC 13,622$6,909,8964.52%
Paragon Wealth Strategies, LLC 26,178$13,278,8374.19%
Otter Creek Advisors, LLC 12,500$6,340,7503.72%
COTTONWOOD CAPITAL ADVISORS, LLC 7,785$3,949,2383.62%
FIRST NATIONAL CORP /MA/ /ADV 26,104$13,241,4263.14%
Cresta Advisors, Ltd. 7,527$3,818,1472.97%
View complete list of ISHARES TR shareholders