Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 155 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 2023$297,300
-1.1%
2,8100.0%0.01%
-12.5%
Q2 2023$300,575
-2.0%
2,810
-0.9%
0.02%
-11.1%
Q1 2023$306,832
+0.7%
2,835
-0.9%
0.02%
-14.3%
Q4 2022$304,603
+4.3%
2,862
+4.5%
0.02%
-4.5%
Q3 2022$292,000
-2.0%
2,740
+1.1%
0.02%
-4.3%
Q2 2022$298,0000.0%2,710
+2.2%
0.02%
+9.5%
Q1 2022$298,000
-10.8%
2,652
-7.0%
0.02%
-12.5%
Q4 2021$334,000
+6.7%
2,852
+7.9%
0.02%0.0%
Q3 2021$313,000
+0.3%
2,643
+0.4%
0.02%
-4.0%
Q2 2021$312,000
+14.7%
2,633
+13.8%
0.02%0.0%
Q1 2021$272,000
-1.8%
2,3130.0%0.02%
-3.8%
Q4 2020$277,000
+0.4%
2,313
+1.5%
0.03%
-16.1%
Q3 2020$276,000
+1.1%
2,279
+1.2%
0.03%
-16.2%
Q2 2020$273,0002,2510.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders