Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 129 filers reported holding ISHARES 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 TR
ValueSharesWeighting
Q2 2022$356,000
-16.6%
2,600
-0.5%
0.03%
-10.0%
Q1 2022$427,000
-12.5%
2,613
-6.8%
0.03%
-14.3%
Q4 2021$488,000
-23.5%
2,805
-27.8%
0.04%
-27.1%
Q3 2021$638,000
-2.9%
3,884
-1.8%
0.05%
-7.7%
Q2 2021$657,000
+21.7%
3,956
+14.5%
0.05%
+4.0%
Q1 2021$540,000
+59.3%
3,456
+51.5%
0.05%
+56.2%
Q4 2020$339,0002,2810.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders