Dynamic Advisor Solutions LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 362 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$3,992,896
+11.4%
80,034
+11.0%
0.19%
+1.6%
Q2 2023$3,583,470
+1217.4%
72,073
+1214.2%
0.19%
+1062.5%
Q1 2023$272,006
-21.7%
5,484
-22.3%
0.02%
-33.3%
Q4 2022$347,600
+22.8%
7,055
+22.7%
0.02%
+9.1%
Q3 2022$283,000
-78.5%
5,751
-78.1%
0.02%
-77.8%
Q3 2021$1,318,000
-8.9%
26,284
-8.8%
0.10%
-13.9%
Q2 2021$1,446,000
+35.9%
28,819
+36.0%
0.12%
+16.2%
Q1 2021$1,064,000
+0.5%
21,194
+0.4%
0.10%0.0%
Q4 2020$1,059,000
-14.4%
21,107
-14.5%
0.10%
-29.3%
Q3 2020$1,237,000
+1.7%
24,692
+1.5%
0.14%
-14.6%
Q2 2020$1,216,000
+8.9%
24,324
+5.6%
0.16%
-19.6%
Q1 2020$1,117,000
-1.2%
23,038
+2.4%
0.20%
+32.5%
Q4 2019$1,130,000
+62.1%
22,492
+62.5%
0.15%
+42.6%
Q3 2019$697,000
+24.2%
13,845
+24.2%
0.11%
+20.0%
Q2 2019$561,000
+16.6%
11,148
+16.2%
0.09%
-17.4%
Q2 2018$481,000
+22.4%
9,594
+22.3%
0.11%
+7.9%
Q1 2018$393,0007,8420.10%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
3EDGE Asset Management, LP 1,229,400$61,829,0009.79%
Bramshill Investments, LLC 520,381$26,170,0007.85%
PARK AVENUE SECURITIES LLC 348,240$17,482,0005.40%
Buckingham Capital Management, Inc. 411,683$20,704,0004.58%
Friedenthal Financial 79,131$3,979,0003.58%
Klingman & Associates, LLC 257,430$12,946,0003.18%
GHP Investment Advisors, Inc. 412,074$20,723,0003.14%
Mascoma Wealth Management LLC 86,995$4,375,0002.92%
Roble, Belko & Company, Inc 126,086$6,341,0002.81%
Main Management LLC 363,140$18,262,0002.71%
View complete list of ISHARES U S ETF TR shareholders