Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$302,000
-41.9%
7,639
-41.6%
0.02%
-43.9%
Q2 2021$520,000
+31.0%
13,072
+27.1%
0.04%
+10.8%
Q1 2021$397,000
+0.8%
10,283
+1.2%
0.04%0.0%
Q4 2020$394,000
-18.4%
10,164
-21.8%
0.04%
-32.7%
Q3 2020$483,000
+2.5%
13,004
+0.5%
0.06%
-14.1%
Q2 2020$471,000
+8.3%
12,940
+0.4%
0.06%
-19.0%
Q1 2020$435,000
-9.0%
12,886
-2.4%
0.08%
+21.5%
Q4 2019$478,000
-5.7%
13,198
-7.1%
0.06%
-17.7%
Q3 2019$507,000
+17.6%
14,206
+16.8%
0.08%
+14.5%
Q2 2019$431,000
+22.8%
12,165
+19.6%
0.07%
+4.5%
Q1 2019$351,000
+3.5%
10,168
+0.4%
0.07%
-8.3%
Q4 2018$339,000
-18.9%
10,130
-17.1%
0.07%
-17.2%
Q3 2018$418,000
+67.9%
12,221
+67.3%
0.09%
+55.4%
Q2 2018$249,0007,3070.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 324,555$11,118,0008.05%
Madden Advisory Services, Inc. 183,119$6,273,0003.80%
Live Your Vision, LLC 128,874$4,413,0001.49%
Delta Dental Plan of Michigan, Inc. 131,343$4,500,0001.39%
Barber Financial Group, Inc. 127,053$4,353,0001.16%
Madrona Financial Services, LLC 39,929$1,368,0001.09%
CENTAURUS FINANCIAL, INC. 133,111$4,560,0001.07%
MARINO, STRAM & ASSOCIATES LLC 33,141$1,135,0001.05%
Capital Advisory Group Advisory Services, LLC 36,575$1,249,0000.91%
PFG Advisors 24,062$824,0000.78%
View complete list of ISHARES TR shareholders