Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 17 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,442,827
-5.5%
78,733
-0.3%
0.26%
-14.0%
Q2 2023$5,757,401
+81.3%
78,944
+78.6%
0.30%
+60.8%
Q1 2023$3,175,676
+9.7%
44,205
+0.3%
0.19%
-6.1%
Q4 2022$2,896,034
+17.8%
44,053
+0.6%
0.20%
+5.9%
Q3 2022$2,459,000
+4.2%
43,805
+16.6%
0.19%
+3.3%
Q2 2022$2,359,000
-13.1%
37,581
+2.1%
0.18%
-4.2%
Q1 2022$2,715,000
+12.4%
36,822
+21.1%
0.19%
+9.2%
Q4 2021$2,416,000
+24.2%
30,411
+22.6%
0.17%
+18.5%
Q3 2021$1,945,000
+19.9%
24,809
+20.9%
0.15%
+14.1%
Q2 2021$1,622,000
+57.5%
20,518
+51.2%
0.13%
+33.3%
Q1 2021$1,030,000
+18.9%
13,568
+14.5%
0.10%
+18.5%
Q4 2020$866,00011,8510.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Ellevest, Inc. 320,976$7,667,0003.65%
Private Ocean, LLC 127,466$8,053,0002.19%
Windsor Capital Management, LLC 54,047$3,414,0001.61%
BSW Wealth Partners 57,869$3,656,0001.45%
Financial Advisors, LLC 30,852$1,949,0001.33%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 5,403$341,0001.20%
Highland Private Wealth Management 120,220$7,596,0001.19%
NOTTINGHAM ADVISORS, INC. 117,149$7,401,0001.08%
C-J Advisory, Inc. 22,978$1,470,0000.96%
Global Trust Asset Management, LLC 14,440$912,0000.68%
View complete list of ISHARES TR shareholders