Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.2%.

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 2023
NameSharesValueWeighting ↓
SYM FINANCIAL Corp 10,565$255,0000.15%
LADENBURG THALMANN FINANCIAL SERVICES INC. 231,465$5,652,0000.05%
Snowden Capital Advisors LLC 14,019$338,2880.04%
LPL Financial LLC 85,314$2,059,0000.01%
Raymond James Financial Services Advisors, Inc. 20,469$494,0000.00%
Financial Architects, Inc 620$15,0000.00%
JANE STREET GROUP, LLC 50,139$1,210,0000.00%
Ameritas Investment Partners, Inc. 790$19,0000.00%
Advisor Group, Inc. 3,120$75,0000.00%
ROYAL BANK OF CANADA 7,963$193,0000.00%
View complete list of ISHARES TR shareholders