Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$263,779
+2.2%
3,651
+6.1%
0.01%
-7.7%
Q2 2023$258,032
+4.9%
3,4400.0%0.01%
-7.1%
Q1 2023$246,022
+4.7%
3,4400.0%0.01%
-12.5%
Q4 2022$234,975
-6.0%
3,440
-13.4%
0.02%
-15.8%
Q3 2022$250,000
-3.5%
3,971
-2.2%
0.02%
-5.0%
Q2 2022$259,000
-17.5%
4,060
+0.0%
0.02%
-9.1%
Q1 2022$314,000
+4.3%
4,059
+15.0%
0.02%0.0%
Q4 2021$301,000
+7.9%
3,529
+0.0%
0.02%
+4.8%
Q3 2021$279,000
-3.1%
3,528
-0.7%
0.02%
-8.7%
Q2 2021$288,000
+3.6%
3,5520.0%0.02%
-11.5%
Q1 2021$278,000
+8.2%
3,552
-0.2%
0.03%
+8.3%
Q4 2020$257,000
+21.8%
3,560
+302.7%
0.02%0.0%
Q3 2020$211,000
-13.5%
884
-13.9%
0.02%
-27.3%
Q4 2019$244,000
+2.1%
1,027
-3.7%
0.03%
-10.8%
Q3 2019$239,0001,0660.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders