Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$217,038
+5.4%
7650.0%0.02%
-6.2%
Q2 2022$206,000
+0.5%
765
+3.1%
0.02%
+6.7%
Q3 2021$205,000
-1.9%
742
-3.3%
0.02%
-11.8%
Q2 2021$209,000
-4.1%
767
-13.3%
0.02%
-15.0%
Q4 2020$218,000
+8.5%
8850.0%0.02%
-13.0%
Q3 2020$201,000
-91.8%
885
-92.7%
0.02%
-95.5%
Q3 2018$2,448,000
+87.4%
12,063
+64.7%
0.51%
+71.6%
Q2 2018$1,306,000
+9.4%
7,326
+5.9%
0.30%
-3.3%
Q1 2018$1,194,0006,9180.31%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders