Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$315,207
-24.2%
3,533
-19.2%
0.02%
-31.8%
Q2 2023$415,734
-28.2%
4,372
-29.3%
0.02%
-35.3%
Q1 2023$578,910
+109.8%
6,186
+134.5%
0.03%
+70.0%
Q4 2021$276,000
-6.1%
2,638
+44.1%
0.02%
-50.0%
Q4 2019$294,000
-1.7%
1,831
-8.0%
0.04%
-13.0%
Q3 2019$299,000
+3.8%
1,990
+2.8%
0.05%0.0%
Q2 2019$288,0001,9350.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders