Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 506,665$11,511,43915.75%
Nationwide Fund Advisors 5,175,512$117,587,63312.03%
ACCESS FINANCIAL SERVICES, INC. 711,312$16,161,0099.87%
PRUDENT INVESTORS NETWORK, INC. 845,286$19,204,8989.07%
Spectrum Asset Management, Inc. (NB/CA) 820,369$18,638,7859.04%
SCS Capital Management LLC 11,442,736$259,9797.65%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,356,953$98,989,9787.56%
FFG RETIREMENT ADVISORS LLC 349,030$7,929,9627.23%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 710,361$16,139,4026.76%
CLIENT 1ST ADVISORY GROUP, LLC 507,684$11,534,5896.74%
View complete list of ISHARES TR shareholders