BLACKROCK ETF TRUST's ticker is DYNF and the CUSIP is 09290C103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $816,231 | +0.6% | 23,358 | +3.2% | 0.00% | 0.0% |
| Q2 2023 | $811,753 | -24.1% | 22,640 | -31.4% | 0.00% | 0.0% |
| Q1 2023 | $1,069,887 | +13.7% | 33,011 | +3.3% | 0.00% | 0.0% |
| Q4 2022 | $941,000 | +8.2% | 31,945 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $870,000 | -4.2% | 31,659 | +1.9% | 0.00% | 0.0% |
| Q2 2022 | $908,000 | -33.5% | 31,083 | -21.4% | 0.00% | -50.0% |
| Q1 2022 | $1,366,000 | -44.7% | 39,536 | -39.9% | 0.00% | 0.0% |
| Q4 2021 | $2,468,000 | +6.0% | 65,783 | +2.3% | 0.00% | 0.0% |
| Q3 2021 | $2,329,000 | -3.4% | 64,274 | -3.0% | 0.00% | -33.3% |
| Q2 2021 | $2,412,000 | +36.2% | 66,283 | +27.0% | 0.00% | +50.0% |
| Q1 2021 | $1,771,000 | -9.8% | 52,200 | -15.9% | 0.00% | -33.3% |
| Q4 2020 | $1,963,000 | -1.7% | 62,082 | -12.9% | 0.00% | 0.0% |
| Q3 2020 | $1,997,000 | – | 71,300 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardinal Point Wealth Management Partners, LLC | 607,063 | $17,726,000 | 8.50% |
| SkyOak Wealth, LLC | 235,607 | $6,880,000 | 2.35% |
| Retirement Planning Group, LLC | 71,209 | $2,079,000 | 0.26% |
| Cambridge Investment Research Advisors, Inc. | 275,986 | $8,059,000 | 0.04% |
| Tower Research Capital LLC (TRC) | 48,936 | $1,429,000 | 0.03% |
| Patriot Financial Group Insurance Agency, LLC | 3,981 | $116,000 | 0.02% |
| MML INVESTORS SERVICES, LLC | 78,965 | $2,306,000 | 0.02% |
| HARBOR INVESTMENT ADVISORY, LLC | 1,200 | $35,000 | 0.01% |
| Parallel Advisors, LLC | 1,169 | $34,000 | 0.00% |
| CoreCap Advisors, LLC | 671 | $20,000 | 0.00% |