Dynamic Advisor Solutions LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 284 filers reported holding ISHARES U S ETF TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$293,718
-22.7%
10,866
-19.4%
0.02%
-34.6%
Q4 2022$379,899
-6.4%
13,476
+18.6%
0.03%
-16.1%
Q3 2022$406,000
-54.4%
11,362
-47.8%
0.03%
-54.4%
Q2 2022$891,000
+8.7%
21,758
+6.3%
0.07%
+19.3%
Q1 2022$820,000
+41.9%
20,463
+9.3%
0.06%
+39.0%
Q4 2021$578,000
+36.0%
18,726
+57.9%
0.04%
+28.1%
Q3 2021$425,00011,8610.03%
Other shareholders
ISHARES U S ETF TR shareholders Q4 2021
NameSharesValueWeighting ↓
TRUE Private Wealth Advisors 580,023$21,414,0003.68%
Peak Financial Management, Inc. 177,378$6,549,0003.11%
Windhaven Investment Management, Inc. 4,044,981$149,341,0001.92%
Claybrook Capital, LLC 68,000$2,511,0001.64%
Stone House Investment Management, LLC 60,317$2,227,0001.45%
3EDGE Asset Management, LP 390,300$14,409,0001.12%
FLAGSHIP HARBOR ADVISORS, LLC 78,693$2,852,0000.85%
Brinker Capital Investments, LLC 587,276$21,682,0000.70%
Well Done, LLC 42,340$1,563,0000.48%
Sutton Wealth Advisors Inc. 15,399$568,5310.41%
View complete list of ISHARES U S ETF TR shareholders