Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$236,582
-0.7%
2,4410.0%0.01%
-8.3%
Q2 2023$238,242
-14.7%
2,441
-13.3%
0.01%
-25.0%
Q1 2023$279,332
-3.0%
2,815
-5.2%
0.02%
-20.0%
Q4 2022$287,874
-1.1%
2,969
-1.9%
0.02%
-9.1%
Q3 2022$291,000
-64.8%
3,028
-62.8%
0.02%
-65.1%
Q2 2022$826,000
+158.9%
8,143
+168.1%
0.06%
+186.4%
Q1 2022$319,000
-46.7%
3,037
-46.2%
0.02%
-48.8%
Q4 2021$598,000
-79.9%
5,645
-80.0%
0.04%
-80.8%
Q3 2021$2,982,000
+5.1%
28,226
+5.8%
0.22%
-0.4%
Q2 2021$2,836,000
+33.1%
26,674
+32.4%
0.22%
+13.6%
Q1 2021$2,130,000
+256.8%
20,143
+252.2%
0.20%
+253.6%
Q4 2020$597,000
+72.5%
5,719
+72.2%
0.06%
+43.6%
Q3 2020$346,000
+52.4%
3,321
+49.5%
0.04%
+25.8%
Q2 2020$227,0000.0%2,221
-2.4%
0.03%
-24.4%
Q1 2020$227,000
-2.6%
2,275
-1.7%
0.04%
+28.1%
Q4 2019$233,000
+0.4%
2,3140.0%0.03%
-11.1%
Q3 2019$232,000
-0.4%
2,3140.0%0.04%
-2.7%
Q2 2019$233,000
+9.4%
2,314
+8.4%
0.04%
-22.9%
Q2 2018$213,000
-84.7%
2,135
-84.6%
0.05%
-86.6%
Q1 2018$1,391,000
+19.4%
13,891
+19.1%
0.36%
-6.5%
Q4 2017$1,165,00011,6640.38%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 595,832$63,087,00012.04%
3EDGE Asset Management, LP 1,231,827$130,426,00011.17%
Wilshire Advisors LLC 244,483$25,887,0009.92%
SCHRODERS IS Ltd 277,800$29,413,0008.31%
KEATING INVESTMENT COUNSELORS INC 166,079$17,584,0007.78%
Deane Retirement Strategies, Inc. 133,538$14,138,0007.46%
First Command Bank 409,117$43,215,0007.42%
LWS Wealth Advisors, Inc. 170,867$18,091,0007.40%
Austin Asset Management Co Inc 220,374$23,333,0007.28%
KEYSTONE WEALTH PARTNERS 145,607$15,417,0006.81%
View complete list of ISHARES TR shareholders