Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$759,826
-15.3%
11,576
-13.4%
0.02%
-20.0%
Q1 2024$897,035
+8.8%
13,363
+1.5%
0.03%
-3.2%
Q4 2023$824,647
+13.1%
13,161
+5.2%
0.03%
-8.8%
Q3 2023$729,296
-1.3%
12,514
+3.6%
0.03%
-10.5%
Q2 2023$738,57412,0840.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders