Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.36 and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$314,000
+26.1%
5,306
-5.5%
0.02%
-35.3%
Q4 2019$249,000
-44.2%
5,615
-45.5%
0.03%
-50.7%
Q3 2019$446,000
-84.4%
10,303
-87.3%
0.07%
-87.2%
Q1 2019$2,866,000
+878.2%
81,341
+589.3%
0.54%
+207.4%
Q2 2014$293,000
+2.4%
11,800
-0.1%
0.18%
-9.7%
Q1 2014$286,000
-2.4%
11,8100.0%0.20%
-10.1%
Q4 2013$293,00011,8100.22%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 48,865$2,961,4382.65%
Migdal Insurance & Financial Holdings Ltd. 1,805,735$109,4372.44%
Capital Asset Advisory Services LLC 410,414$25,005,2972.00%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 31,830$1,948,0171.84%
Heritage Wealth Partners, LLC 27,353$1,642,0001.51%
EMG Holdings, L.P. 150,000$9,090,7501.40%
PINNBROOK CAPITAL MANAGEMENT LP 29,594$1,793,5441.15%
Beaumont Capital Management, LLC 15,266$925,2100.65%
SCOPUS ASSET MANAGEMENT, L.P. 342,950$20,784,4850.56%
PEDDOCK CAPITAL ADVISORS, LLC 22,840$1,384,1910.54%
View complete list of ISHARES TR shareholders