Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ISCF and the CUSIP is 46434V266. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2023
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 372,848$11,589,0117.56%
WADDELL & ASSOCIATES, LLC 1,161,378$36,098,4065.64%
Intelligence Driven Advisers, LLC 591,771$18,241,3343.28%
AllGen Financial Advisors, Inc. 136,623$4,246,5712.96%
Financial Strategies Group, Inc. 164,231$5,104,6931.97%
Richard P Slaughter Associates Inc 136,251$4,235,0081.38%
CGN Advisors LLC 216,850$6,740,2181.06%
BEAM WEALTH ADVISORS, INC. 32,795$1,019,3481.02%
Beaird Harris Wealth Management, LLC 182,836$5,682,9851.02%
FINANCIAL MANAGEMENT NETWORK INC 74,438$2,331,3820.94%
View complete list of ISHARES TR shareholders