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 ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders