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 ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders