Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 268 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$323,638
-0.2%
3,1200.0%0.01%
-9.1%
Q1 2024$324,418
-0.1%
3,1200.0%0.01%
-8.3%
Q4 2023$324,792
+33.8%
3,120
+30.3%
0.01%
+9.1%
Q3 2023$242,685
-1.5%
2,3950.0%0.01%
-15.4%
Q2 2023$246,4462,3950.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 5,576,236$624,873,00012.45%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 502,008$56,255,0008.42%
Towercrest Capital Management 7,748$6,471,0006.85%
NORTHWEST INVESTMENT COUNSELORS, LLC 107,160$12,008,0006.81%
LVZ, Inc. 125,305$14,042,0006.60%
Bangor Savings Bank 224,182$25,122,0006.25%
Legacy Private Trust Co. 333,156$37,334,0005.63%
Hilton Capital Management, LLC 143,959$16,132,0005.29%
FormulaFolio Investments, LLC 266,331$29,845,0005.17%
Stewardship Financial Advisors, LLC 31,900$3,575,0002.83%
View complete list of ISHARES TR shareholders