Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 52 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$586,550
+12.5%
26,445
+13.4%
0.02%0.0%
Q1 2024$521,376
+23.4%
23,317
+22.5%
0.02%
+12.5%
Q4 2023$422,381
+25.8%
19,039
+21.2%
0.02%0.0%
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 ↓
Darwin Wealth Management, LLC 175,305$3,844,4441.04%
Richard W. Paul & Associates, LLC 30,740$677,5070.31%
Asset Management Group, Inc. 60,912$1,342,4900.30%
Elevated Capital Advisors, LLC 33,251$732,8410.26%
TCWP LLC 44,312$976,6370.18%
Vantage Financial Partners, LLC 19,793$436,2470.17%
HUNTINGTON NATIONAL BANK 747,377$16,472,1900.16%
SYM FINANCIAL Corp 19,192$422,9920.09%
SAGE FINANCIAL GROUP INC 22,415$494,0270.06%
Mariner, LLC 748,173$16,4900.05%
View complete list of ISHARES TR shareholders