Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,692
+41.0%
15,427
+78.0%
0.02%
-11.1%
Q3 2021$238,000
-13.8%
8,667
-13.0%
0.02%
-18.2%
Q2 2021$276,000
-23.5%
9,967
-25.6%
0.02%
-35.3%
Q1 2021$361,000
-49.8%
13,397
-47.2%
0.03%
-49.3%
Q4 2020$719,000
+75.8%
25,368
+72.1%
0.07%
+45.7%
Q3 2020$409,00014,7430.05%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
First Pacific Financial 233,306$6,416,0003.40%
Prostatis Group LLC 173,576$4,773,2882.85%
C-J Advisory, Inc. 53,847$1,480,0000.78%
PECAUT & CO. 43,515$1,197,0000.71%
First Affirmative Financial Network 19,317$531,0000.55%
Harborview Advisors, LLC 26,572$731,0000.41%
KESTRA PRIVATE WEALTH SERVICES, LLC 233,424$6,419,0000.36%
Bigelow Investment Advisors, LLC 23,572$648,0000.32%
DOHJ, LLC 21,561$595,0000.28%
Lokken Investment Group LLC 12,642$348,0000.28%
View complete list of ISHARES TR shareholders