Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 44 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,637
+20.8%
15,703
+24.0%
0.02%
+14.3%
Q2 2023$277,852
+2.0%
12,664
+2.5%
0.01%
-12.5%
Q1 2023$272,329
-23.1%
12,356
-12.3%
0.02%
-40.7%
Q3 2021$354,000
-14.9%
14,083
-14.5%
0.03%
-18.2%
Q2 2021$416,000
-17.0%
16,470
-18.1%
0.03%
-29.8%
Q1 2021$501,000
-24.4%
20,120
-21.6%
0.05%
-24.2%
Q4 2020$663,000
-16.5%
25,654
-16.8%
0.06%
-31.1%
Q3 2020$794,000
-31.0%
30,849
-31.3%
0.09%
-41.9%
Q2 2020$1,150,000
-2.0%
44,876
-5.6%
0.16%
-27.6%
Q1 2020$1,173,000
-18.0%
47,563
-14.7%
0.21%
+9.7%
Q4 2019$1,431,000
+57.9%
55,772
+57.5%
0.20%
+38.3%
Q3 2019$906,000
+16.0%
35,408
+14.7%
0.14%
+12.8%
Q2 2019$781,00030,8660.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Darwin Wealth Management, LLC 178,377$3,945,6931.02%
Richard W. Paul & Associates, LLC 29,892$648,0200.33%
Asset Management Group, Inc. 60,320$1,307,6640.31%
Vantage Financial Partners, LLC 21,510$466,3180.28%
Elevated Capital Advisors, LLC 32,611$706,9620.27%
TCWP LLC 39,223$850,3040.17%
HUNTINGTON NATIONAL BANK 629,205$13,640,3580.14%
SYM FINANCIAL Corp 17,451$378,3150.09%
Mariner, LLC 1,009,984$21,8950.07%
SAGE FINANCIAL GROUP INC 26,415$572,6430.07%
View complete list of ISHARES TR shareholders