Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 319 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$228,000
-18.3%
7,226
-1.4%
0.02%
-5.3%
Q1 2022$279,000
-13.6%
7,332
-8.4%
0.02%
-17.4%
Q4 2021$323,000
-26.3%
8,005
-28.7%
0.02%
-30.3%
Q3 2021$438,000
+0.2%
11,228
+3.8%
0.03%
-5.7%
Q2 2021$437,000
+27.4%
10,820
+21.7%
0.04%
+9.4%
Q1 2021$343,000
+31.9%
8,891
+16.9%
0.03%
+33.3%
Q4 2020$260,0007,6080.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 55,184$1,100,921,0000.86%
PICTET BANK & TRUST Ltd 70,000$1,397,0000.78%
Stewardship Advisors, LLC 48,318$964,0000.63%
Affinity Capital Advisors, LLC 37,706$810,0000.59%
Accredited Investors Inc. 93,398$1,863,0000.44%
Blue Edge Capital, LLC 45,745$912,613,0000.33%
CWM, LLC 807,587$32,602,0000.26%
Parkside Advisors LLC 23,288$465,0000.25%
Braun-Bostich & Associates Inc. 10,215$192,0000.24%
VAUGHAN & Co SECURITIES, INC. 7,427$148,168,0000.19%
View complete list of ISHARES TR shareholders