Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,109,000
+177.2%
44,539
+197.3%
0.08%
+165.5%
Q4 2021$400,000
-75.6%
14,980
-75.8%
0.03%
-76.6%
Q3 2021$1,642,000
+170.1%
61,890
+170.6%
0.12%
+158.3%
Q2 2021$608,000
-2.7%
22,874
-4.1%
0.05%
-17.2%
Q1 2021$625,000
+6.7%
23,847
+10.9%
0.06%
+5.5%
Q4 2020$586,000
-14.9%
21,501
-12.7%
0.06%
-29.5%
Q3 2020$689,000
-27.2%
24,636
-27.2%
0.08%
-39.1%
Q2 2020$947,000
-8.1%
33,835
-8.0%
0.13%
-31.9%
Q1 2020$1,030,000
-13.9%
36,771
-20.3%
0.19%
+15.3%
Q4 2019$1,196,000
+413.3%
46,125
+399.3%
0.16%
+270.5%
Q1 2019$233,0009,2380.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders