Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is HSCZ and the CUSIP is 46435G839. A total of 11 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$765,780
-4.3%
27,481
-2.2%
0.04%
-12.2%
Q2 2023$799,876
+35.9%
28,110
+30.8%
0.04%
+20.6%
Q1 2023$588,474
+17.0%
21,496
+10.3%
0.03%0.0%
Q4 2022$503,173
+3.5%
19,492
+18.9%
0.03%
-8.1%
Q3 2022$486,000
+16.8%
16,397
+23.6%
0.04%
+15.6%
Q2 2022$416,000
-17.8%
13,268
-9.8%
0.03%
-8.6%
Q1 2022$506,000
+8.8%
14,715
+16.6%
0.04%
+6.1%
Q4 2021$465,000
+9.4%
12,625
+9.4%
0.03%
+3.1%
Q3 2021$425,000
+36.7%
11,535
+35.2%
0.03%
+28.0%
Q2 2021$311,000
+41.4%
8,530
+36.3%
0.02%
+25.0%
Q1 2021$220,000
-17.9%
6,258
-24.8%
0.02%
-20.0%
Q4 2020$268,000
-16.0%
8,325
-24.4%
0.02%
-30.6%
Q3 2020$319,000
+22.2%
11,018
+15.6%
0.04%
+2.9%
Q2 2020$261,000
-14.1%
9,532
-3.7%
0.04%
-14.6%
Q4 2019$304,0009,8970.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
CAPITAL WEALTH MANAGEMENT, LLC 218,202$6,463,0005.01%
WESCAP Management Group, Inc. 47,750$1,414,0000.54%
Savior LLC 10,925$324,0000.30%
Certified Advisory Corp 44,225$1,310,0000.30%
Morling Financial Advisors, LLC 1,439$43,0000.06%
FLOW TRADERS U.S. LLC 36,614$1,085,0000.06%
MILESTONE WEALTH, LLC 1,675$50,0000.06%
OLD MISSION CAPITAL LLC 42,266$1,252,0000.04%
Dynamic Advisor Solutions LLC 16,397$486,0000.04%
Cetera Advisor Networks LLC 58,996$1,747,0000.02%
View complete list of ISHARES TR shareholders