Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 283 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,424,125
+1.7%
49,695
+2.8%
0.12%
-7.3%
Q2 2023$2,382,484
+162.3%
48,336
+160.4%
0.12%
+134.0%
Q1 2023$908,461
-23.4%
18,559
-25.6%
0.05%
-34.6%
Q4 2022$1,185,484
+52.0%
24,931
+54.5%
0.08%
+37.3%
Q3 2022$780,000
-6.9%
16,132
-4.1%
0.06%
-7.8%
Q2 2022$838,000
-12.2%
16,816
-8.1%
0.06%
-3.0%
Q1 2022$954,000
-6.3%
18,306
-2.0%
0.07%
-9.6%
Q4 2021$1,018,000
-45.4%
18,677
-44.9%
0.07%
-47.9%
Q3 2021$1,864,000
+8.9%
33,875
+9.1%
0.14%
+2.9%
Q2 2021$1,711,000
-1.0%
31,060
-1.4%
0.14%
-15.0%
Q1 2021$1,728,000
-16.3%
31,500
-14.2%
0.16%
-17.1%
Q4 2020$2,065,000
-13.7%
36,730
-14.5%
0.19%
-28.8%
Q3 2020$2,392,000
+5.6%
42,980
+5.6%
0.27%
-11.4%
Q2 2020$2,266,000
+16.6%
40,696
+14.6%
0.31%
-13.8%
Q1 2020$1,943,000
+6.8%
35,524
+7.0%
0.36%
+43.1%
Q4 2019$1,819,000
+23.2%
33,208
+25.6%
0.25%
+8.3%
Q3 2019$1,476,000
+85.4%
26,449
+81.1%
0.23%
+78.9%
Q2 2019$796,000
+296.0%
14,604
+288.9%
0.13%
+236.8%
Q1 2019$201,000
-5.6%
3,755
-7.6%
0.04%
-15.6%
Q4 2018$213,0004,0620.04%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders