Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 37 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,905,715
-2.3%
64,426
+1.9%
0.09%
-10.9%
Q2 2023$1,951,172
+746.1%
63,247
+752.5%
0.10%
+676.9%
Q1 2023$230,597
+8.4%
7,419
+4.6%
0.01%
-13.3%
Q4 2022$212,757
-32.9%
7,092
-25.5%
0.02%
-50.0%
Q4 2020$317,000
+11.6%
9,520
+0.6%
0.03%
-6.2%
Q3 2020$284,0009,4600.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 416,430$12,317,9958.96%
WADDELL & ASSOCIATES, LLC 1,252,283$37,042,5355.42%
Intelligence Driven Advisers, LLC 794,151$22,598,5144.01%
AllGen Financial Advisors, Inc. 139,829$4,136,1422.94%
Financial Strategies Group, Inc. 193,059$5,575,5461.76%
RHS Financial, LLC 58,313$1,724,8991.21%
Richard P Slaughter Associates Inc 132,122$3,908,1681.04%
CGN Advisors LLC 237,533$7,026,2260.95%
McKinley Carter Wealth Services, Inc. 299,996$8,873,8900.71%
BEDEL FINANCIAL CONSULTING INC 106,957$3,163,7750.64%
View complete list of ISHARES TR shareholders