Dynamic Advisor Solutions LLC - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 41 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$306,000
+18.6%
7,440
+15.7%
0.02%
+15.0%
Q2 2021$258,000
+15.2%
6,430
+1.6%
0.02%
-4.8%
Q1 2021$224,000
+1.4%
6,330
+0.8%
0.02%0.0%
Q4 2020$221,0006,2800.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 6,096,896$222,981,8320.59%
Consolidated Planning Corp 39,966$1,460,7570.32%
SHEETS SMITH WEALTH MANAGEMENT 57,244$2,092,2800.32%
Austin Wealth Management, LLC 22,793$911,5130.28%
BRASADA CAPITAL MANAGEMENT, LP 12,330$460,9950.11%
Sigma Planning Corp 41,528$1,517,8580.06%
Avestar Capital, LLC 8,921$326,2700.05%
Stratos Wealth Advisors, LLC 13,221$483,2320.03%
Ancora Advisors LLC 12,973$474,1630.01%
Tower Research Capital LLC (TRC) 7,360$269,0080.01%
View complete list of ISHARES TR shareholders