Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q1 2024 (March 31)330holders
1famous investor
$44.39avg. 13F price*
At the end of Q1 2024, 330 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($2.5B), LPL Financial LLC ($593.5M) and JPMorgan Chase & Co. ($416.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q1 2024)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 292 | $5.4B |
| Exits | 1 | $271K |
Ownership 330 holders
| Envestnet Asset Management Inc. | 0.95% | New | 57,065,385 | $2.5B |
| LPL Financial LLC | 0.32% | Add +39792.3% | 13,367,926 | $593.5M |
| JPMorgan Chase & Co. | 0.04% | Add +11044.5% | 9,372,193 | $416.1M |
| Envestnet Portfolio Solutions, Inc. | 1.43% | New | 8,542,652 | $379.3M |
| Cwm, LLC | 1.62% | New | 7,510,306 | $333.5M |
| Morgan Stanley | 0.02% | Add +1836225.3% | 5,527,339 | $245.4M |
| BlackRock Inc. | 0.00% | New | 4,645,271 | $206.3M |
| MML Investors Services, LLC | 0.75% | Add +14752.6% | 4,071,683 | $180.8M |
| Janney Montgomery Scott LLC | 0.45% | New | 3,413,388 | $151.6M |
| Cetera Investment Advisers | 0.29% | New | 2,797,577 | $124.2M |
| OneDigital Investment Advisors LLC | 1.77% | Add +21632.5% | 2,541,827 | $112.9M |
| Bank of New York Mellon Corp | 0.02% | New | 2,228,926 | $99.0M |
| United Capital Financial Advisors, LLC | 0.74% | New | 2,016,387 | $89.5M |
| JB Capital LLC | 5.69% | New | 1,925,415 | $85.5M |
| Foundations Investment Advisors, LLC | 1.53% | Add +134.2% | 1,312,047 | $58.3M |
| NewEdge Advisors, LLC | 0.46% | Add +357242.5% | 1,193,524 | $53.0M |
| Stifel Financial Corp. | 0.06% | New | 1,118,996 | $49.7M |
| Advocacy Wealth Management, LLC | 4.10% | New | 1,074,239 | $47.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +14146.3% | 947,661 | $42.1M |
| Thrivent Financial for Lutherans | 0.08% | Add +15317.7% | 901,475 | $40.0M |
| CreativeOne Wealth, LLC | 1.46% | New | 825,012 | $36.6M |
| Atria Investments, Inc | 0.49% | New | 797,939 | $35.4M |
| AE Wealth Management LLC | 0.39% | Add +43.2% | 782,692 | $34.8M |
| Austin Private Wealth, LLC | 3.99% | New | 781,878 | $34.7M |
| US Bancorp \de | 0.04% | New | 677,267 | $30.1M |
| Atria Wealth Solutions, Inc. | 0.34% | New | 672,346 | $29.9M |
| Truist Financial Corp. | 0.04% | Add +385.9% | 668,527 | $29.7M |
| Horst & Graben Wealth Management LLC | 5.20% | New | 575,028 | $25.5M |
| Icon Wealth Advisors, LLC | 2.34% | New | 568,414 | $25.2M |
| CFS Investment Advisory Services, LLC | 4.13% | New | 553,876 | $24.6M |
| Stokes Family Office, LLC | 2.84% | New | 512,015 | $22.7M |
| Intelligence Driven Advisers, LLC | 3.29% | New | 500,820 | $22.2M |
| Invst, LLC | 2.61% | Add +117.4% | 496,129 | $22.0M |
| SteelPeak Wealth, LLC | 1.10% | New | 484,282 | $21.5M |
| Integrated Wealth Concepts LLC | 0.30% | Add +7197.5% | 465,801 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +2958.9% | 459,359 | $20.4M |
| Stone House Investment Management, LLC | 4.56% | New | 437,034 | $19.4M |
| Blue Trust, Inc. | 0.26% | New | 419,203 | $18.6M |
| Merit Financial Group, LLC | 0.42% | New | 404,711 | $17.6M |
| Scarborough Advisors, LLC | 7.84% | New | 381,251 | $16.9M |
| Prudential Financial Inc. | 0.02% | New | 380,291 | $16.9M |
| High Falls Advisors, Inc | 4.20% | New | 375,945 | $16.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.92% | New | 365,982 | $16.2M |
| Orion Porfolio Solutions, LLC | 0.17% | New | 356,936 | $15.8M |
| Orion Portfolio Solutions, LLC | 0.17% | New | 356,936 | $15.8M |
| Security Financial Services, INC. | 3.55% | New | 354,158 | $15.7M |
| Avantax Advisory Services, Inc. | 0.14% | New | 346,281 | $15.4M |
| Summit X, LLC | 3.77% | New | 330,942 | $14.7M |
| West Wealth Group, LLC | 5.43% | New | 330,337 | $14.7M |
| Physician Wealth Advisors, Inc. | 3.03% | New | 334,276 | $14.4M |
| One Wealth Advisors, LLC | 2.48% | New | 321,201 | $14.3M |
| Kelly Financial Services LLC | 5.32% | New | 313,051 | $13.9M |
| Osaic Holdings, Inc. | 0.03% | Add +74037.4% | 312,860 | $13.9M |
| Wealth Alliance, LLC | 1.82% | New | 312,547 | $13.9M |
| Royal Harbor Partners, LLC | 6.03% | New | 311,501 | $13.8M |
| TSA Wealth Managment LLC | 6.02% | New | 311,144 | $13.8M |
| Concourse Financial Group Securities, Inc. | 0.89% | Add +0.0% | 308,680 | $13.7M |
| Buttonwood Financial Group, LLC | 7.88% | New | 300,199 | $13.3M |
| Keystone Financial Services | 5.79% | New | 299,180 | $13.3M |
| Mariner, LLC | 0.03% | New | 287,567 | $12.8M |
| Equitable Holdings, Inc. | 0.14% | New | 285,165 | $12.7M |
| PAX Financial Group, LLC | 2.50% | Add +119.2% | 281,011 | $12.5M |
| KWB Wealth | 1.63% | New | 273,185 | $12.1M |
| Strategic Blueprint, LLC | 0.85% | New | 270,551 | $12.0M |
| Cypress Wealth Services, LLC | 2.79% | New | 270,205 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +128309.7% | 265,808 | $11.8M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +363.0% | 258,070 | $11.5M |
| ONE Advisory Partners, LLC | 5.63% | New | 257,910 | $11.5M |
| Trek Financial, LLC | 0.87% | New | 248,387 | $11.0M |
| Legacy Financial Group LLC | 2.20% | New | 245,116 | $10.9M |
| Detalus Advisors, LLC | 3.86% | New | 243,861 | $10.8M |
| Liberty Wealth Management LLC | 2.05% | New | 236,755 | $10.5M |
| Keystone Financial Group | 1.52% | New | 233,294 | $10.4M |
| Mutual Advisors, LLC | 0.33% | Add +305.1% | 233,282 | $10.4M |
| Brookstone Capital Management | 0.18% | New | 227,048 | $10.1M |
| Sharkey, Howes & Javer | 1.60% | New | 219,935 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.11% | New | 215,682 | $9.6M |
| Rothschild Wealth LLC | 3.31% | — | 212,089 | $9.4M |
| Scissortail Wealth Management, LLC | 2.43% | New | 207,119 | $9.2M |
| Ascent Group, LLC | 0.78% | Add +138.5% | 199,269 | $8.8M |
| Bay Harbor Wealth Management, LLC | 3.15% | New | 197,296 | $8.8M |
| Perigon Wealth Management, LLC | 0.26% | New | 192,371 | $8.5M |
| Cobblestone Asset Management LLC | 5.79% | New | 192,350 | $8.5M |
| Farther Finance Advisors, LLC | 0.51% | New | 190,492 | $8.5M |
| Watershed Private Wealth LLC | 3.68% | New | 186,974 | $8.3M |
| WealthShield Partners, LLC | 1.33% | New | 185,445 | $8.2M |
| SkyOak Wealth, LLC | 1.92% | Reduce -0.3% | 180,879 | $8.0M |
| RFG Advisory, LLC | 0.27% | New | 180,319 | $8.0M |
| Swmg, LLC | 3.57% | New | 178,562 | $7.9M |
| Madrona Financial Services, LLC | 2.70% | New | 174,861 | $7.8M |
| Gries Financial LLC | 1.27% | New | 171,250 | $7.6M |
| BCGM Wealth Management, LLC | 2.57% | New | 161,214 | $7.2M |
| Avid Wealth Partners LLC | 5.71% | New | 160,151 | $7.1M |
| Global Retirement Partners, LLC | 0.26% | New | 159,300 | $7.1M |
| SigFig Wealth Management, LLC | 0.25% | New | 156,072 | $6.9M |
| Focus Financial Network, Inc. | 0.33% | — | 160,857 | $6.9M |
| ShoreHaven Wealth Partners, LLC | 3.75% | New | 153,570 | $6.8M |
| Keebeck Wealth Management | 1.00% | New | 153,050 | $6.8M |
| Tennessee Valley Asset Management Partners | 1.61% | New | 150,226 | $6.7M |
| First Horizon Advisors, Inc. | 0.21% | New | 150,057 | $6.7M |
"% of holder's portfolio" is DYNF's weight in each manager's 13F, not the share of Ishrs US E F R A ETF-Usd Inc. the manager owns.