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 330,815$39,752,00013.06%
BSW Wealth Partners 51,233$6,156,0002.37%
Rock Creek Group, LP 16,850$2,025,0000.96%
Stonehearth Capital Management, LLC 5,792$696,0000.51%
Mandatum Life Insurance Co Ltd 12,081$1,452,0000.29%
HOWARD FINANCIAL SERVICES, LTD. 2,621$315,0000.21%
Personal Wealth Partners 3,677$442,0000.20%
GOULD ASSET MANAGEMENT LLC /CA/ 4,320$519,0000.18%
RITHOLTZ WEALTH MANAGEMENT 8,592$1,032,0000.17%
Mascoma Wealth Management LLC 1,789$215,0000.14%
View complete list of ISHARES TR shareholders