Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 597 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.00 and the average weighting 1.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,635,520
+7.8%
43,933
+12.6%
0.12%
-1.6%
Q2 2023$2,444,340
+499.1%
39,034
+537.3%
0.13%
+353.6%
Q1 2022$408,000
-57.8%
6,125
-55.0%
0.03%
-59.4%
Q4 2021$967,000
+10.8%
13,625
+10.8%
0.07%
+4.5%
Q3 2021$873,000
+23.5%
12,297
+27.4%
0.07%
+17.9%
Q2 2021$707,000
+235.1%
9,652
+222.1%
0.06%
+180.0%
Q1 2021$211,000
-28.5%
2,997
-38.6%
0.02%
-67.2%
Q3 2018$295,000
-74.5%
4,885
-74.6%
0.06%
-76.7%
Q2 2018$1,157,000
+0.9%
19,247
+5.8%
0.26%
-10.9%
Q1 2018$1,147,000
+98.4%
18,187
+98.6%
0.29%
+55.6%
Q4 2017$578,000
+15.8%
9,157
+12.0%
0.19%
-4.1%
Q3 2017$499,000
+14.4%
8,179
+7.6%
0.20%
+16.6%
Q2 2017$436,000
+79.4%
7,599
+71.3%
0.17%
+77.9%
Q1 2017$243,0004,4350.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders