Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Dynamic Advisor Solutions LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$211,000
-5.0%
2,100
-5.0%
0.02%
-11.1%
Q2 2021$222,000
-11.9%
2,210
-12.3%
0.02%
-21.7%
Q1 2021$252,000
-21.0%
2,520
-19.0%
0.02%
-23.3%
Q4 2020$319,000
+0.9%
3,1100.0%0.03%
-16.7%
Q3 2020$316,000
+3.6%
3,110
+3.3%
0.04%
-12.2%
Q2 2020$305,000
+33.8%
3,010
+28.9%
0.04%
-2.4%
Q1 2020$228,000
-4.2%
2,3350.0%0.04%
+31.2%
Q4 2019$238,000
-37.0%
2,335
-37.4%
0.03%
-45.8%
Q3 2019$378,000
+2.2%
3,731
+1.8%
0.06%0.0%
Q2 2019$370,0003,6640.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 176,008$17,075,00011.22%
Fluent Financial, LLC 43,031$4,175,0002.76%
CWM, LLC 288,838$28,021,0000.92%
First Capital Advisors Group, LLC. 9,420$914,0000.61%
Ruggie Capital Group 8,805$854,0000.43%
CABOT WEALTH MANAGEMENT INC 5,268$511,0000.11%
Mutual Advisors, LLC 2,341$227,0000.05%
Cornerstone Wealth Management, LLC 379,257$3,922,0000.04%
Elmwood Wealth Management, Inc. 423$41,037,0000.04%
Stratos Wealth Partners, LTD. 7,062$685,0000.03%
View complete list of ISHARES TR shareholders