Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,339,583
-12.8%
130,713
+1.5%
0.30%
-20.4%
Q2 2023$7,272,529
+8.1%
128,809
+3.3%
0.38%
-4.3%
Q1 2023$6,730,477
+10.2%
124,685
+7.3%
0.39%
-5.5%
Q4 2022$6,106,866
+6.8%
116,166
-4.2%
0.42%
-4.4%
Q3 2022$5,718,000
-2.1%
121,199
+4.7%
0.44%
-2.7%
Q2 2022$5,839,000
-7.3%
115,761
+12.0%
0.45%
+2.1%
Q1 2022$6,301,000
-1.1%
103,368
+6.8%
0.44%
-3.5%
Q4 2021$6,371,000
+4.9%
96,752
-0.0%
0.46%
-0.4%
Q3 2021$6,074,000
+14.3%
96,755
+557.5%
0.46%
+8.6%
Q2 2021$5,313,000
+10.1%
14,715
+0.8%
0.42%
-6.0%
Q1 2021$4,825,000
+19.8%
14,604
+18.6%
0.45%
+18.8%
Q4 2020$4,029,000
+40.3%
12,310
+28.5%
0.38%
+15.6%
Q3 2020$2,871,000
+24.4%
9,583
+9.9%
0.33%
+4.5%
Q2 2020$2,308,000
+42.8%
8,718
+21.6%
0.31%
+5.8%
Q1 2020$1,616,000
+229.8%
7,171
+287.0%
0.30%
+340.3%
Q4 2019$490,000
+123.7%
1,853
+108.9%
0.07%
+97.1%
Q3 2019$219,0008870.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders