Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q2 2024 (June 30)393holders +63
73new positions
18sold out
2famous investors
$46.78avg. 13F price*
At the end of Q2 2024, 393 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 63 from Q1 2024. 73 opened new positions and 18 sold out. The largest holders were Envestnet Asset Management Inc. ($3.0B), LPL Financial LLC ($817.1M) and JPMorgan Chase & Co. ($617.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q2 2024)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $345.1M |
| Exits | 18 | $19.1M |
All 13F filers, Q1 2024 → Q2 2024: 46,380,800 shares bought and 994,309 shares sold, net +45,386,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| Envestnet Asset Management Inc. | 1.05% | Add +12.3% | 64,115,092 | $3.0B |
| LPL Financial LLC | 0.41% | Add +30.2% | 17,406,831 | $817.1M |
| JPMorgan Chase & Co. | 0.05% | Add +40.4% | 13,155,312 | $617.5M |
| Envestnet Portfolio Solutions, Inc. | 1.58% | Add +12.8% | 9,633,934 | $452.2M |
| Cwm, LLC | 1.97% | Add +18.3% | 8,884,198 | $417.0M |
| Morgan Stanley | 0.03% | Add +26.1% | 6,967,264 | $327.0M |
| BlackRock Inc. | 0.00% | Reduce -0.0% | 4,643,930 | $218.0M |
| MML Investors Services, LLC | 0.87% | Add +12.8% | 4,591,865 | $215.5M |
| OneDigital Investment Advisors LLC | 2.12% | Add +42.1% | 3,613,272 | $169.6M |
| Janney Montgomery Scott LLC | 0.50% | Add +3.1% | 3,517,924 | $165.1M |
| Bank of America Corp. | 0.02% | New | 3,422,440 | $160.6M |
| Cetera Investment Advisers | 0.35% | Add +15.4% | 3,227,539 | $151.5M |
| Bank of New York Mellon Corp | 0.02% | Add +8.8% | 2,423,991 | $113.8M |
| United Capital Financial Advisors, LLC | 0.80% | Reduce -2.3% | 1,970,292 | $92.5M |
| JB Capital LLC | 5.79% | Add +2.2% | 1,968,561 | $92.4M |
| NewEdge Advisors, LLC | 0.65% | Add +60.4% | 1,913,948 | $89.8M |
| Sanctuary Advisors, LLC | 0.62% | — | 1,977,103 | $85.6M |
| Foundations Investment Advisors, LLC | 1.97% | Add +31.9% | 1,731,111 | $81.3M |
| Integrated Wealth Concepts LLC | 1.07% | Add +258.3% | 1,669,128 | $78.3M |
| Osaic Holdings, Inc. | 0.18% | Add +406.2% | 1,583,589 | $74.3M |
| Stifel Financial Corp. | 0.07% | Add +17.2% | 1,311,706 | $61.6M |
| Commonwealth Equity Services, LLC | 0.10% | Add +36.7% | 1,295,262 | $60.8M |
| AE Wealth Management LLC | 0.56% | Add +51.2% | 1,183,352 | $55.5M |
| Parallel Advisors, LLC | 1.41% | Add +22105.4% | 1,167,562 | $54.8M |
| Advocacy Wealth Management, LLC | 4.37% | Add +5.1% | 1,129,053 | $53.0M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +85271.5% | 951,892 | $44.7M |
| Thrivent Financial for Lutherans | 0.09% | Add +5.0% | 946,841 | $44.4M |
| Austin Private Wealth, LLC | 4.38% | Add +10.9% | 867,166 | $40.7M |
| Atria Investments, Inc | 0.52% | Add +6.2% | 847,699 | $39.8M |
| Atria Wealth Solutions, Inc. | 0.43% | Add +22.6% | 824,376 | $38.7M |
| Sharkey, Howes & Javer | 6.19% | Add +271.3% | 816,574 | $38.3M |
| McMorgan & Co. LLC | 5.97% | New | 801,674 | $37.6M |
| Truist Financial Corp. | 0.05% | Add +14.6% | 765,954 | $36.0M |
| Icon Wealth Advisors, LLC | 3.05% | Add +27.5% | 724,648 | $34.3M |
| Two Sigma Investments, LP | 0.08% | Add +8211.6% | 714,800 | $33.6M |
| Horizon Wealth Management, LLC | 7.92% | Add +8100.1% | 708,325 | $33.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +172.6% | 703,419 | $33.0M |
| Alera Investment Advisors, LLC | 3.86% | New | 683,461 | $32.1M |
| US Bancorp \de | 0.04% | Reduce -1.0% | 670,797 | $31.5M |
| Scarborough Advisors, LLC | 12.35% | Add +67.8% | 639,780 | $30.0M |
| Horst & Graben Wealth Management LLC | 5.58% | Add +8.3% | 622,541 | $29.2M |
| Intelligence Driven Advisers, LLC | 3.95% | Add +18.7% | 594,692 | $27.9M |
| Invst, LLC | 3.06% | Add +18.6% | 588,247 | $27.7M |
| CFS Investment Advisory Services, LLC | 2.23% | Add +6.0% | 587,119 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +27.8% | 586,913 | $27.6M |
| CreativeOne Wealth, LLC | 1.37% | Reduce -30.0% | 577,620 | $27.1M |
| Royal Bank of Canada | 0.01% | Add +94.8% | 517,778 | $24.3M |
| SteelPeak Wealth, LLC | 1.14% | Add +5.6% | 511,584 | $24.0M |
| Stokes Family Office, LLC | 2.81% | Reduce -0.5% | 509,709 | $23.9M |
| High Falls Advisors, Inc | 5.81% | Add +35.5% | 509,389 | $23.9M |
| Stone House Investment Management, LLC | 6.21% | Add +16.4% | 508,729 | $23.9M |
| Tennessee Valley Asset Management Partners | 4.43% | Add +235.1% | 503,416 | $23.6M |
| Buttonwood Financial Group, LLC | 12.69% | Add +57.3% | 472,145 | $22.2M |
| Prudential Financial Inc. | 0.03% | Add +23.6% | 469,905 | $22.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.35% | Add +23.9% | 453,612 | $21.3M |
| Orion Porfolio Solutions, LLC | 0.22% | Add +25.0% | 446,139 | $20.9M |
| Orion Portfolio Solutions, LLC | 0.22% | Add +25.0% | 446,139 | $20.9M |
| Avantax Advisory Services, Inc. | 0.15% | Add +26.8% | 438,926 | $20.6M |
| West Wealth Group, LLC | 7.17% | Add +30.9% | 432,280 | $20.3M |
| Security Financial Services, INC. | 4.39% | Add +21.7% | 430,865 | $20.2M |
| Merit Financial Group, LLC | 0.42% | Add +0.9% | 408,251 | $19.2M |
| Blue Trust, Inc. | 0.26% | No change | 419,203 | $18.6M |
| One Wealth Advisors, LLC | 3.89% | Add +23.7% | 397,420 | $18.2M |
| Liberty Wealth Management LLC | 3.17% | Add +294.1% | 932,961 | $17.3M |
| Strategic Blueprint, LLC | 1.16% | Add +34.5% | 363,912 | $17.1M |
| Physician Wealth Advisors, Inc. | 3.12% | Add +4.0% | 347,622 | $17.0M |
| Wealth Alliance, LLC | 2.17% | Add +14.4% | 357,649 | $16.8M |
| Summit X, LLC | 3.73% | Add +6.8% | 353,605 | $16.6M |
| Concourse Financial Group Securities, Inc. | 1.02% | Add +12.3% | 346,679 | $16.3M |
| Keystone Financial Services | 6.73% | Add +15.7% | 346,166 | $16.2M |
| Kelly Financial Services LLC | 5.79% | Add +10.3% | 345,269 | $16.2M |
| Detalus Advisors, LLC | 5.30% | Add +35.0% | 329,234 | $15.5M |
| Avid Wealth Partners LLC | 11.72% | Add +100.7% | 321,360 | $15.1M |
| Equitable Holdings, Inc. | 0.16% | Add +12.5% | 320,901 | $15.1M |
| Mariner, LLC | 0.03% | Add +10.6% | 318,135 | $14.9M |
| Royal Harbor Partners, LLC | 6.16% | Add +1.9% | 317,267 | $14.9M |
| B. Riley Wealth Advisors, Inc. | 0.37% | New | 307,292 | $14.4M |
| Cypress Wealth Services, LLC | 3.19% | Add +13.0% | 305,442 | $14.3M |
| Farther Finance Advisors, LLC | 0.69% | Add +59.5% | 303,742 | $14.3M |
| ONE Advisory Partners, LLC | 6.59% | Add +18.1% | 304,722 | $14.3M |
| Ascent Group, LLC | 1.14% | Add +49.2% | 297,241 | $14.0M |
| TSA Wealth Managment LLC | 5.71% | Reduce -8.4% | 285,048 | $13.4M |
| PAX Financial Group, LLC | 2.61% | Add +1.4% | 284,936 | $13.4M |
| Dynasty Wealth Management, LLC | 0.38% | New | 277,959 | $13.0M |
| First Hawaiian Bank | 0.44% | Add +405.1% | 275,023 | $12.9M |
| Mutual Advisors, LLC | 0.37% | Add +11.0% | 258,884 | $12.1M |
| KWB Wealth | 1.64% | Reduce -1.4% | 269,265 | $12.0M |
| Legacy Financial Group LLC | 2.31% | Add +2.0% | 250,011 | $11.7M |
| Brookstone Capital Management | 0.19% | Add +6.0% | 240,620 | $11.5M |
| Trek Financial, LLC | 0.90% | Reduce -3.1% | 240,749 | $11.3M |
| Tsfg, LLC | 2.63% | Add +132.8% | 239,902 | $11.3M |
| Perigon Wealth Management, LLC | 0.32% | Add +21.8% | 234,237 | $11.0M |
| TNF LLC | 4.04% | Add +109.6% | 236,362 | $11.0M |
| Gries Financial LLC | 2.24% | Add +35.5% | 232,061 | $10.9M |
| ShoreHaven Wealth Partners, LLC | 5.70% | Add +50.4% | 230,952 | $10.8M |
| WealthShield Partners, LLC | 1.61% | Add +21.0% | 224,416 | $10.5M |
| Rothschild Wealth LLC | 3.33% | Add +3.0% | 218,447 | $10.3M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +1.1% | 218,067 | $10.2M |
| RFG Advisory, LLC | 0.33% | Add +20.4% | 217,010 | $10.2M |
| Snowden Capital Advisors LLC | 0.30% | New | 214,261 | $10.1M |
"% 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.