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 |
| Financial Life Advisors | 4.02% | New | 211,179 | $9.9M |
| Beacon Financial Group | 1.12% | Add +43.5% | 208,613 | $9.8M |
| Scissortail Wealth Management, LLC | 2.49% | Add +0.4% | 207,889 | $9.8M |
| Apeiron RIA LLC | 2.91% | Add +45.6% | 202,692 | $9.5M |
| Madrona Financial Services, LLC | 2.92% | Add +15.6% | 202,193 | $9.5M |
| Bay Harbor Wealth Management, LLC | 3.26% | Add +1.1% | 199,509 | $9.4M |
| Watershed Private Wealth LLC | 3.94% | Add +5.5% | 197,310 | $9.3M |
| Marshall Wace, LLP | 0.01% | Add +57.7% | 194,121 | $9.1M |
| First Horizon Advisors, Inc. | 0.27% | Add +25.0% | 187,533 | $8.8M |
| Swmg, LLC | 3.90% | Add +4.6% | 186,752 | $8.8M |
| Global Retirement Partners, LLC | 0.27% | Add +13.9% | 181,530 | $8.5M |
| Cobblestone Asset Management LLC | 5.40% | Reduce -7.7% | 177,488 | $8.3M |
| SkyOak Wealth, LLC | 1.94% | Reduce -2.2% | 176,911 | $8.3M |
| Spinnaker Trust | 0.51% | New | 170,682 | $8.0M |
| Focus Financial Network, Inc. | 0.34% | Add +3.7% | 166,838 | $8.0M |
| WCG Wealth Advisors LLC | 0.58% | Add +696.0% | 168,266 | $7.9M |
| BCGM Wealth Management, LLC | 2.70% | Add +3.2% | 166,309 | $7.8M |
| SigFig Wealth Management, LLC | 0.29% | Add +6.5% | 166,299 | $7.8M |
| Ullmann Wealth Partners Group, LLC | 1.10% | Add +147.4% | 164,337 | $7.7M |
| Keebeck Wealth Management | 1.11% | Add +5.0% | 160,668 | $7.5M |
| Vertex Planning Partners, LLC | 1.94% | Add +24.6% | 159,112 | $7.5M |
| Assetmark, Inc. | 0.02% | Add +37.8% | 155,882 | $7.3M |
| Maia Wealth LLC | 2.20% | — | 150,776 | $7.3M |
| Townsquare Capital LLC | 0.10% | Add +43.0% | 155,311 | $7.3M |
| Regal Investment Advisors LLC | 0.48% | Add +3.6% | 153,656 | $7.2M |
| Ancora Advisors LLC | 0.18% | Add +234.9% | 153,357 | $7.2M |
| True Vision MN LLC | 4.67% | Add +18.1% | 153,066 | $7.2M |
| One Wealth Management Investment & Advisory Services, LLC | 2.84% | Add +43.5% | 151,489 | $7.1M |
| Beacon Bridge Wealth Partners, LLC | 3.18% | Add +52.5% | 147,750 | $6.9M |
| Raymond James & Associates | 0.00% | Add +104.2% | 146,772 | $6.9M |
| Lineweaver Wealth Advisors, LLC | 1.42% | New | 145,445 | $6.8M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +13.5% | 144,533 | $6.8M |
| Eq LLC | 4.02% | Add +4.8% | 142,963 | $6.7M |
| Jmac Enterprises LLC | 1.17% | New | 142,421 | $6.7M |
| Mayflower Financial Advisors, LLC | 1.08% | Add +22.8% | 139,466 | $6.5M |
| My Legacy Advisors, LLC | 2.09% | Add +26.4% | 139,191 | $6.5M |
| Ashton Thomas Securities, LLC | 1.56% | — | 135,193 | $6.5M |
| Firethorn Wealth Partners, LLC | 3.57% | Add +40.1% | 134,524 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.9% | 133,996 | $6.3M |
| Claro Advisors Inc. | 0.98% | Add +161.8% | 133,654 | $6.3M |
| Susquehanna International Group, LLP | 0.01% | Add +239.4% | 133,115 | $6.2M |
| Morningstar Investment Services LLC | 0.07% | Add +96.8% | 132,052 | $6.2M |
| Private Advisor Group, LLC | 0.04% | Add +12.0% | 131,341 | $6.2M |
| Gen-Wealth Partners Inc | 2.97% | Add +37.6% | 130,805 | $6.1M |
| Braun-Bostich & Associates Inc. | 4.44% | Add +102.7% | 127,261 | $6.0M |
| Forte Asset Management LLC | 3.51% | Add +2.8% | 126,740 | $5.9M |
| Ehrlich Financial Group | 4.58% | Add +19.9% | 123,578 | $5.8M |
| Simplicity Wealth,LLC | 0.13% | Add +17.5% | 123,037 | $5.8M |
| Spectrum Planning & Advisory Services Inc. | 5.53% | — | 121,579 | $5.7M |
| Certus Wealth Management, LLC | 4.23% | Add +167.5% | 118,751 | $5.6M |
| Maxwell Wealth Strategies Inc. | 2.71% | Reduce -2.9% | 117,697 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +91.0% | 117,346 | $5.5M |
| Shared Vision Wealth Group LLC | 3.19% | Add +14.3% | 116,845 | $5.5M |
| Advisory Services Network, LLC | 0.11% | Add +37.0% | 115,074 | $5.4M |
| Tradition Wealth Management, LLC | 0.52% | Add +2.8% | 114,988 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.7% | 113,421 | $5.3M |
| Stonebrook Private Inc. | 1.46% | Add +204.4% | 108,459 | $5.1M |
| Elevation Point Wealth Partners, LLC | 0.40% | Reduce -2.5% | 107,673 | $5.1M |
| Northwest Capital Management Inc | 1.84% | Add +11364.0% | 107,532 | $5.0M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +13.0% | 106,429 | $5.0M |
| John W. Brooker & Co., CPAs | 2.48% | Add +100.2% | 105,583 | $5.0M |
| Waverly Advisors, LLC | 0.09% | New | 99,373 | $4.7M |
| AdvisorNet Financial, Inc | 0.42% | Add +100.2% | 98,543 | $4.6M |
| Diversify Advisory Services, LLC | 0.25% | Add +138.3% | 95,249 | $4.6M |
| FFG Retirement Advisors LLC | 3.18% | Add +115.7% | 97,153 | $4.6M |
| Kickstand Ventures, Llc. | 1.24% | Add +117.2% | 96,729 | $4.5M |
| Lantz Financial LLC | 1.35% | Add +6.6% | 92,590 | $4.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.63% | Add +29.7% | 91,256 | $4.3M |
| Hoxton Planning & Management, LLC | 1.98% | Reduce -0.6% | 90,797 | $4.3M |
| Ameritas Advisory Services, LLC | 0.16% | New | 88,745 | $4.2M |
| Csenge Advisory Group | 0.24% | Add +4.3% | 88,697 | $4.2M |
| Harbour Investments, Inc. | 0.13% | Add +5.8% | 84,756 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +0.3% | 83,917 | $3.9M |
| Capital Analysts, LLC | 0.17% | Add +89.0% | 81,864 | $3.8M |
| Quadrant Private Wealth Management, LLC | 0.88% | Add +40.9% | 81,739 | $3.8M |
| Copperleaf Capital, LLC | 3.02% | Add +120.4% | 80,518 | $3.8M |
| IFP Advisors, Inc | 0.15% | Add +90.8% | 80,417 | $3.8M |
| Robertson Stephens Wealth Management, LLC | 0.19% | Add +88.9% | 78,483 | $3.7M |
| Transcend Capital Advisors, LLC | 0.27% | Add +46.6% | 78,067 | $3.7M |
| Cyndeo Wealth Partners, LLC | 0.29% | New | 77,697 | $3.6M |
| Verus Capital Partners, LLC | 0.37% | Add +36.1% | 77,010 | $3.6M |
| Financial Enhancement Group LLC | 0.57% | Add +0.3% | 76,430 | $3.6M |
| Sowell Financial Services LLC | 0.17% | Add +167.3% | 75,559 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -3.4% | 75,236 | $3.5M |
| Renaissance Technologies | 0.01% | New | 74,000 | $3.5M |
| Theory Financial LLC | 1.63% | Add +113.0% | 73,351 | $3.4M |
| KM Capital Management Ltd. | 1.75% | Add +25.2% | 72,186 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -11.1% | 70,674 | $3.3M |
| PFG Advisors | 0.22% | Add +179.5% | 70,045 | $3.3M |
| BlackDiamond Wealth Management, LLC | 2.15% | Add +3.7% | 72,152 | $3.3M |
| Twin Peaks Wealth Advisors, LLC | 1.55% | Add +25.5% | 66,194 | $3.1M |
| Gateway Wealth Partners, LLC | 0.93% | Add +11.2% | 65,374 | $3.1M |
| IFG Advisory, LLC | 0.19% | Add +7.7% | 64,340 | $3.0M |
| Maripau Wealth Management LLC | 2.03% | Add +9.3% | 63,293 | $3.0M |
| Millington Financial Advisors, LLC | 2.05% | Add +0.7% | 62,771 | $2.9M |
| Mgo One Seven LLC | 0.14% | Add +103.6% | 62,508 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -1.5% | 61,652 | $2.9M |
| Bush Investment Group, LLC | 2.34% | Add +2.8% | 58,159 | $2.7M |
| Mosley Wealth Management | 2.29% | Add +5.7% | 57,352 | $2.7M |
| Flagship Harbor Advisors, LLC | 0.16% | Add +1.2% | 56,102 | $2.6M |
| Wealthgarden F.S. LLC | 2.74% | — | 55,488 | $2.6M |
| Venturi Wealth Management, LLC | 0.15% | Reduce -5.1% | 54,890 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +29.7% | 54,851 | $2.6M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Add +72.4% | 54,057 | $2.5M |
| Concorde Asset Management, LLC | 1.55% | Add +12.8% | 53,677 | $2.5M |
| Financial Advocates Investment Management | 0.15% | Add +56.2% | 52,828 | $2.5M |
| WealthPLAN Partners, LLC | 0.26% | Add +3.5% | 52,339 | $2.5M |
| Redwood Investment Management, LLC | 0.21% | Add +173.8% | 51,753 | $2.4M |
| Regimen Wealth, LLC | 0.83% | New | 51,626 | $2.4M |
| RCS Financial Planning, LLC | 1.43% | Add +34.1% | 51,572 | $2.4M |
| Interchange Capital Partners, LLC | 0.85% | Add +11.2% | 49,190 | $2.3M |
| Fullcircle Wealth LLC | 1.12% | — | 49,288 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Add +63.5% | 48,525 | $2.3M |
| CoreCap Advisors, LLC | 0.24% | Add +92.6% | 48,439 | $2.3M |
| Commonwealth Retirement Investments LLC | 1.04% | Add +7.7% | 48,427 | $2.3M |
| Weil Company, Inc. | 0.79% | Add +300.5% | 46,194 | $2.2M |
| Wells Financial Advisors INC | 1.39% | New | 44,895 | $2.1M |
| JFS Wealth Advisors, LLC | 0.16% | New | 42,886 | $2.0M |
| Clear Creek Financial Management, LLC | 0.24% | Add +3.7% | 41,748 | $2.0M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -1.8% | 41,692 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +111.3% | 41,549 | $2.0M |
| Sovereign Financial Group, Inc. | 0.47% | Add +40.4% | 40,568 | $1.9M |
| Clearview Wealth Advisors LLC | 1.64% | Add +26.2% | 39,910 | $1.9M |
| BCU Wealth Advisors, LLC | 1.35% | Add +8.1% | 38,891 | $1.8M |
| LifePlan Investment Advisors, Inc. | 1.30% | Add +9.4% | 38,530 | $1.8M |
| Creative Financial Designs Inc. | 0.16% | Add +154.2% | 38,194 | $1.8M |
| Sutton Place Investors LLC | 1.19% | Add +11.9% | 38,101 | $1.8M |
| World Investment Advisors | 0.11% | New | 36,760 | $1.7M |
| Principal Securities, Inc. | 0.05% | Add +226.5% | 35,459 | $1.7M |
| Client 1ST Advisory Group, LLC | 0.71% | Add +288.3% | 35,349 | $1.7M |
| W Advisors, LLC | 1.08% | Add +12.2% | 35,150 | $1.6M |
| Raleigh Capital Management Inc. | 0.70% | Reduce -3.5% | 34,817 | $1.6M |
| Betterment LLC | 0.00% | New | 34,423 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +8.7% | 33,711 | $1.6M |
| BigSur Wealth Management LLC | 0.47% | Add +190.8% | 32,573 | $1.5M |
| Axxcess Wealth Management, LLC | 0.04% | Add +144.8% | 32,398 | $1.5M |
| Valmark Advisers, Inc. | 0.03% | New | 31,973 | $1.5M |
| Aspire Private Capital, LLC | 0.38% | Add +48.2% | 31,164 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.10% | Add +142.4% | 30,583 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -72.1% | 30,273 | $1.4M |
| First Heartland Consultants, Inc. | 0.13% | Add +26.7% | 28,876 | $1.4M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -62.6% | 28,846 | $1.4M |
| OMNI 360 Wealth, Inc. | 1.02% | Add +85.4% | 28,556 | $1.3M |
| Retirement Planning Group, LLC | 0.08% | Reduce -2.7% | 27,843 | $1.3M |
| Aspire Wealth Management Corp | 0.74% | Add +4.6% | 27,511 | $1.3M |
| Advus Financial Partners, LLC | 0.39% | Add +112.1% | 27,458 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +495.4% | 27,031 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -36.2% | 27,004 | $1.3M |
| Absolute Capital Management, LLC | 0.73% | Add +5.5% | 25,541 | $1.2M |
| VestGen Investment Management | 0.35% | Reduce -0.8% | 25,437 | $1.2M |
| Hutchens & Kramer Investment Management Group, LLC | 0.66% | Add +11.1% | 25,241 | $1.2M |
| Arete Wealth Advisors, LLC | 0.10% | Add +5.2% | 25,001 | $1.2M |
| Fisher Asset Management | 0.00% | New | 24,156 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +101.5% | 23,976 | $1.1M |
| Merkkuri Wealth Advisors LLC | 1.03% | — | 23,762 | $1.1M |
| Arkadios Wealth Advisors | 0.07% | New | 22,748 | $1.1M |
| Comerica Bank | 0.00% | Add +41.4% | 22,597 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +199.2% | 22,415 | $1.1M |
| Modern Wealth Management, LLC | 0.08% | Add +216.7% | 22,328 | $1.0M |
| Catalina Capital Group, LLC | 0.39% | Add +72.8% | 21,938 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | New | 21,345 | $1.0M |
| RHS Financial, LLC | 0.61% | Add +151.7% | 21,101 | $990K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 20,772 | $975K |
| Dentgroup LLC | 0.79% | Reduce -27.7% | 20,763 | $975K |
| MKT Advisors LLC | 0.48% | Add +6.3% | 20,300 | $973K |
| Lloyd Advisory Services, LLC. | 0.44% | New | 19,857 | $932K |
| Beacon Financial Advisory LLC | 0.34% | Add +11.7% | 19,363 | $909K |
| Alterna Wealth Management, Inc. | 0.77% | Add +208.4% | 18,672 | $876K |
| Lifeworks Advisors, LLC | 0.24% | Add +98.9% | 18,610 | $874K |
| Resurgent Financial Advisors LLC | 0.55% | Add +122.5% | 18,600 | $873K |
| Semmax Financial Advisors Inc. | 0.26% | Add +15.4% | 18,737 | $872K |
| RDA Financial Network | 0.27% | Add +253.2% | 17,831 | $837K |
| Sound Income Strategies, LLC | 0.06% | Add +598.8% | 17,317 | $813K |
| United Advisor Group, LLC | 0.25% | Add +7.2% | 17,305 | $812K |
| First Citizens Financial Corp | 0.48% | New | 17,228 | $809K |
| Lantern Wealth Advisors, LLC | 0.55% | Add +18.7% | 16,251 | $763K |
| Foundry Financial Group, Inc. | 0.51% | Reduce -0.7% | 15,763 | $740K |
| M Holdings Securities, Inc. | 0.10% | New | 15,707 | $737K |
| Coldstream Capital Management Inc. | 0.02% | Add +73.9% | 15,660 | $735K |
| Legacy Edge Advisors, LLC | 0.13% | Add +46.4% | 15,554 | $730K |
| FWG Investments, LLC. | 0.72% | Add +27.4% | 15,245 | $716K |
| Quotient Wealth Partners, LLC | 0.02% | Add +217.5% | 15,126 | $710K |
| Fulcrum Equity Management | 0.63% | Reduce -49.5% | 14,884 | $699K |
| Wintrust Investments LLC | 0.06% | Add +14.3% | 14,854 | $697K |
| WR Wealth Planners, LLC | 0.21% | Add +16.5% | 14,662 | $688K |
| LGT Financial Advisors LLC | 1.44% | Add +91.7% | 14,529 | $682K |
| Gladstone Institutional Advisory LLC | 0.04% | Add +11.1% | 14,405 | $676K |
| Beverly Hills Private Wealth, LLC | 0.14% | Reduce -6.3% | 14,039 | $659K |
| JT Stratford LLC | 0.12% | Reduce -2.6% | 13,830 | $649K |
| LexAurum Advisors, LLC | 0.16% | Add +111.7% | 13,802 | $648K |
| Belpointe Asset Management LLC | 0.04% | Add +181.9% | 13,389 | $628K |
| GeoWealth Management, LLC | 0.03% | Add +44.1% | 13,389 | $628K |
| Semus Wealth Partners LLC | 0.48% | Add +13.1% | 13,352 | $627K |
| Herold Advisors, Inc. | 0.14% | Add +9.2% | 12,780 | $600K |
| Mather Group, Llc. | 0.01% | New | 13,164 | $584K |
| Oliver Lagore Vanvalin Investment Group | 0.17% | Reduce -3.5% | 12,331 | $579K |
| Peninsula Wealth, LLC | 0.11% | New | 11,957 | $576K |
| Perennial Investment Advisors, LLC | 0.08% | Reduce -1.1% | 11,972 | $562K |
| Spectrum Wealth Counsel, LLC | 0.07% | New | 11,893 | $558K |
| MA Private Wealth | 0.11% | New | 11,524 | $541K |
| Cooper Financial Group | 0.08% | Add +9.4% | 11,400 | $535K |
| Magnus Financial Group LLC | 0.06% | Add +30.7% | 11,330 | $532K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 11,242 | $528K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +2.7% | 11,240 | $528K |
| Personal Cfo Solutions, LLC | 0.08% | New | 11,105 | $521K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +124.7% | 10,943 | $514K |
| Arcadia Wealth Management, LLC | 0.29% | New | 10,746 | $504K |
| Independent Financial Group, LLC | 0.02% | Add +0.3% | 10,661 | $500K |
| Tempus Wealth Planning, LLC | 0.20% | New | 10,057 | $472K |
| Two West Capital Advisors LLC | 0.45% | — | 10,047 | $472K |
| Prospera Financial Services Inc | 0.01% | New | 10,032 | $471K |
| MSH Capital Advisors LLC | 0.16% | New | 10,008 | $470K |
| Western Financial Corp | 0.28% | Reduce -6.2% | 9,913 | $465K |
| Aveo Capital Partners, LLC | 0.05% | Add +7.0% | 9,870 | $463K |
| World Equity Group, Inc. | 0.14% | Add +6.7% | 9,725 | $457K |
| TCWP LLC | 1.09% | Reduce -2.0% | 9,439 | $443K |
| FinTrust Capital Advisors, LLC | 0.08% | Reduce -9.3% | 9,256 | $434K |
| ORG Partners LLC | 0.05% | New | 9,096 | $428K |
| New Republic Capital, LLC | 0.21% | Add +4.5% | 8,987 | $422K |
| Allworth Financial LP | 0.00% | Add +997.9% | 8,860 | $419K |
| D.A. Davidson & Co. | 0.00% | New | 8,880 | $417K |
| Journey Strategic Wealth LLC | 0.02% | Reduce -29.8% | 8,802 | $413K |
| Emergent Wealth Advisors, LLC | 0.33% | New | 8,741 | $410K |
| Latitude Advisors, LLC | 0.23% | New | 8,102 | $380K |
| Cornerstone Wealth Management, LLC | 0.03% | New | 7,887 | $370K |
| Freedom Investment Management, Inc. | 0.03% | Add +57.3% | 7,705 | $362K |
| Wells Fargo & Company | 0.00% | Add +1178.0% | 7,144 | $335K |
| Empirical Asset Management, LLC | 0.13% | New | 7,123 | $334K |
| Trilogy Capital Inc. | 0.02% | Add +3.4% | 6,805 | $319K |
| Western Wealth Management, LLC | 0.02% | New | 6,707 | $315K |
| Midwest Heritage Bank, FSB | 0.15% | New | 6,492 | $305K |
| Flagstar Securities, Inc. | 0.08% | New | 6,425 | $302K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -0.4% | 6,130 | $288K |
| Pinion Investment Advisors, LLC | 0.14% | New | 6,085 | $286K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +66.2% | 5,907 | $277K |
| Continuum Advisory, LLC | 0.04% | Add +20.4% | 5,760 | $270K |
| Global Financial Private Client, LLC | 0.11% | Add +33.9% | 5,567 | $261K |
| Summit Wealth Partners, LLC | 0.05% | New | 5,536 | $260K |
| DAVENPORT & Co LLC | 0.00% | Add +13.4% | 5,534 | $260K |
| Everpar Advisors LLC | 0.13% | New | 5,500 | $258K |
| Kingdom Financial Group LLC. | 0.17% | Add +6.1% | 5,471 | $257K |
| Lion Street Advisors, LLC | 0.09% | New | 5,350 | $251K |
| Axim Planning & Wealth | 0.29% | New | 5,181 | $243K |
| Thomasville National Bank | 0.02% | Add +0.5% | 5,139 | $241K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -8.5% | 5,017 | $240K |
| Wedbush Securities Inc. | 0.01% | New | 4,992 | $234K |
| QRG Capital Management, Inc. | 0.00% | New | 4,921 | $231K |
| Compound Planning, Inc. | 0.02% | New | 4,895 | $230K |
| Prosperity Planning, Inc. | 0.08% | Reduce -4.0% | 4,830 | $227K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 4,815 | $226K |
| Creative Planning | 0.00% | Reduce -21.7% | 4,795 | $225K |
| SkyView Investment Advisors, LLC | 0.04% | New | 4,732 | $222K |
| Zions Bancorporation, N.A. | 0.02% | New | 4,709 | $221K |
| Centaurus Financial, Inc. | 0.01% | New | 4,681 | $220K |
| Criterion Capital Advisors, LLC | 0.13% | Add +142.5% | 4,549 | $214K |
| Sunbelt Securities, Inc. | 0.02% | Add +13009.4% | 4,195 | $197K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,108 | $193K |
| REAP Financial Group, LLC | 0.05% | Reduce -26.3% | 3,923 | $184K |
| Cape Investment Advisory, Inc. | 0.08% | Add +11.4% | 3,907 | $183K |
| Arlington Trust Co LLC | 0.03% | New | 2,437 | $114K |
| Tucker Asset Management LLC | 0.02% | Reduce -5.5% | 2,279 | $107K |
| Cornerstone Planning Group LLC | 0.03% | Reduce -36.6% | 2,309 | $102K |
| Avior Wealth Management, LLC | 0.00% | Reduce -4.8% | 1,968 | $92K |
| Tidemark, LLC | 0.03% | Reduce -25.2% | 1,610 | $76K |
| Chris Bulman Inc | 0.05% | — | 1,529 | $72K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,156 | $54K |
| Sandy Spring Bank | 0.00% | No change | 1,040 | $49K |
| Vermillion & White Wealth Management Group, LLC | 0.03% | Add +184.2% | 969 | $45K |
| Tompkins Financial Corp. | 0.00% | New | 824 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 543 | $25K |
| Signaturefd, LLC | 0.00% | No change | 497 | $23K |
| Smithfield Trust Co | 0.00% | New | 477 | $22K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 410 | $19K |
| Opal Wealth Advisors, LLC | 0.01% | New | 357 | $17K |
| Park Place Capital Corp | 0.00% | Reduce -72.3% | 304 | $14K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +0.0% | 299 | $14K |
| Bessemer Group Inc. | 0.00% | New | 305 | $14K |
| NBT Bank, N.A. | 0.00% | Reduce -13.4% | 245 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | New | 185 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 172 | $8K |
| Gradient Investments LLC | 0.00% | Add +937.5% | 166 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 163 | $8K |
| Arax Advisory Partners | 0.00% | No change | 133 | $6K |
| Crewe Advisors LLC | 0.00% | Add +80.7% | 112 | $5K |
| St Germain D J Co. Inc. | 0.00% | New | 98 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | New | 94 | $5K |
| Atticus Wealth Management, LLC | 0.00% | Reduce -67.6% | 81 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| Jones Financial Companies LLLP | 0.00% | New | 32 | $2K |
| National Bank of Canada | 0.00% | No change | 30 | $1K |
| Triad Wealth Partners, LLC | 0.00% | New | 21 | $986 |
| Russell Investments Group, Ltd. | 0.00% | New | 13 | $610 |
| FMR LLC | 0.00% | Reduce -62.5% | 12 | $563 |
"% 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.