Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,676,886
+34.8%
69,493
+34.8%
0.36%
+23.1%
Q2 2023$5,694,533
-23.9%
51,558
-23.8%
0.30%
-32.6%
Q1 2023$7,480,909
-17.6%
67,701
-18.0%
0.44%
-29.4%
Q4 2022$9,074,776
+3529.9%
82,558
+3536.9%
0.62%
+3163.2%
Q3 2022$250,000
-24.7%
2,270
-24.4%
0.02%
-26.9%
Q2 2021$332,000
-53.6%
3,001
-53.7%
0.03%
-60.6%
Q1 2021$716,000
-54.1%
6,480
-54.1%
0.07%
-54.8%
Q4 2020$1,559,000
+18.0%
14,105
+18.2%
0.15%
-2.7%
Q3 2020$1,321,000
+65.3%
11,937
+65.4%
0.15%
+38.9%
Q2 2020$799,000
+6.1%
7,217
+6.4%
0.11%
-21.2%
Q1 2020$753,000
-84.9%
6,781
-85.0%
0.14%
-79.9%
Q4 2019$5,001,000
+268.3%
45,277
+268.8%
0.68%
+223.2%
Q3 2019$1,358,000
-1.7%
12,278
-1.7%
0.21%
-5.0%
Q2 2019$1,382,000
-27.1%
12,490
-27.1%
0.22%
-38.0%
Q1 2019$1,895,000
-44.5%
17,142
-44.5%
0.36%
-50.6%
Q4 2018$3,414,00030,8970.72%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders