Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,086,000
-13.7%
13,756
-14.2%
0.08%
-18.0%
Q2 2021$1,258,000
+12.2%
16,027
+13.8%
0.10%
-3.8%
Q1 2021$1,121,000
-2.5%
14,089
-4.9%
0.10%
-3.7%
Q4 2020$1,150,000
+8.6%
14,817
+104.2%
0.11%
-10.0%
Q3 2020$1,059,000
-9.0%
7,255
-12.6%
0.12%
-23.6%
Q2 2020$1,164,000
-5.2%
8,302
-6.7%
0.16%
-29.9%
Q1 2020$1,228,000
-3.8%
8,894
+13.0%
0.22%
+28.7%
Q4 2019$1,276,000
+13.6%
7,874
+14.2%
0.17%0.0%
Q3 2019$1,123,000
+56.2%
6,896
+44.7%
0.17%
+51.3%
Q2 2019$719,0004,7670.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders