Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q3 2024 (September 30)447holders +54
66new positions
15sold out
3famous investors
$49.53avg. 13F price*
At the end of Q3 2024, 447 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 54 from Q2 2024. 66 opened new positions and 15 sold out. The largest holders were Envestnet Asset Management Inc. ($3.3B), LPL Financial LLC ($998.8M) and BlackRock, Inc. ($836.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q3 2024)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $533.0M |
| Exits | 15 | $68.9M |
All 13F filers, Q2 2024 → Q3 2024: 30,684,960 shares bought and 3,540,279 shares sold, net +27,144,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 447 holders
| Envestnet Asset Management Inc. | 1.06% | Add +3.3% | 66,198,395 | $3.3B |
| LPL Financial LLC | 0.45% | Add +16.0% | 20,189,958 | $998.8M |
| BlackRock, Inc. | 0.02% | — | 16,901,422 | $836.1M |
| JPMorgan Chase & Co. | 0.05% | Add +3.7% | 13,637,206 | $674.6M |
| Envestnet Portfolio Solutions, Inc. | 1.60% | Add +3.0% | 9,925,572 | $491.0M |
| Cwm, LLC | 1.88% | Reduce -0.4% | 8,847,525 | $437.7M |
| Morgan Stanley | 0.03% | Add +6.9% | 7,446,377 | $368.4M |
| Park Avenue Securities LLC | 3.54% | New | 6,370,527 | $315.1M |
| MML Investors Services, LLC | 0.93% | Add +12.6% | 5,170,693 | $255.8M |
| Cetera Investment Advisers | 0.40% | Add +14.2% | 3,686,339 | $182.4M |
| Bank of America Corp. | 0.02% | Add +7.5% | 3,680,463 | $182.1M |
| OneDigital Investment Advisors LLC | 2.06% | Add +1.0% | 3,649,548 | $180.5M |
| Janney Montgomery Scott LLC | 0.49% | Add +1.7% | 3,578,121 | $177.0M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +244.2% | 3,276,063 | $162.1M |
| Raymond James Financial Services Advisors, Inc. | 0.21% | Add +353.5% | 3,190,253 | $157.8M |
| Bank of New York Mellon Corp | 0.02% | Add +5.4% | 2,555,543 | $126.4M |
| NewEdge Advisors, LLC | 0.71% | Add +14.9% | 2,199,575 | $108.8M |
| Sanctuary Advisors, LLC | 0.68% | Add +3.3% | 2,042,472 | $106.5M |
| Osaic Holdings, Inc. | 0.23% | Add +30.7% | 2,069,806 | $102.4M |
| JB Capital LLC | 5.76% | Add +3.1% | 2,029,290 | $100.4M |
| United Capital Financial Advisors, LLC | 0.79% | Reduce -1.6% | 1,938,467 | $95.9M |
| Foundations Investment Advisors, LLC | 1.99% | Add +10.4% | 1,910,887 | $94.5M |
| Integrated Wealth Concepts LLC | 1.11% | Add +10.6% | 1,846,764 | $91.4M |
| Commonwealth Equity Services, LLC | 0.12% | Add +25.6% | 1,626,295 | $80.5M |
| Ameriprise Financial Inc. | 0.02% | New | 1,552,179 | $76.8M |
| Stifel Financial Corp. | 0.07% | Add +6.8% | 1,401,356 | $69.3M |
| Parallel Advisors, LLC | 1.48% | Add +8.6% | 1,268,261 | $62.7M |
| Thrivent Financial for Lutherans | 0.12% | Add +33.3% | 1,261,669 | $62.4M |
| Advocacy Wealth Management, LLC | 4.72% | Add +7.6% | 1,214,782 | $60.1M |
| AE Wealth Management LLC | 0.54% | Add +2.2% | 1,209,720 | $59.8M |
| Austin Private Wealth, LLC | 4.66% | Add +10.2% | 955,655 | $47.3M |
| Atria Wealth Solutions, Inc. | 0.47% | Add +7.1% | 882,785 | $43.7M |
| Royal Bank of Canada | 0.01% | Add +66.0% | 859,384 | $42.5M |
| Atria Investments, Inc | 0.53% | Add +1.2% | 858,208 | $42.5M |
| CreativeOne Wealth, LLC | 1.43% | Add +47.2% | 850,295 | $42.1M |
| Truist Financial Corp. | 0.06% | Add +8.3% | 829,525 | $41.0M |
| MA Private Wealth | 7.12% | Add +6584.5% | 770,321 | $38.1M |
| McMorgan & Co. LLC | 5.84% | Reduce -4.4% | 766,661 | $37.9M |
| Horizon Wealth Management, LLC | 7.49% | Add +7.1% | 758,889 | $37.5M |
| Sharkey, Howes & Javer | 5.25% | Reduce -8.7% | 745,313 | $36.9M |
| Icon Wealth Advisors, LLC | 3.03% | Add +1.5% | 735,607 | $36.4M |
| Scarborough Advisors, LLC | 5.64% | Add +10.3% | 705,451 | $34.9M |
| US Bancorp \de | 0.04% | Add +3.8% | 696,304 | $34.4M |
| Alera Investment Advisors, LLC | 3.98% | Add +0.1% | 684,140 | $33.8M |
| Cambridge Investment Research Advisors, Inc. | 0.11% | Add +11.1% | 651,747 | $32.2M |
| Horst & Graben Wealth Management LLC | 5.69% | Add +3.0% | 641,302 | $31.7M |
| Intelligence Driven Advisers, LLC | 4.46% | Add +6.1% | 631,088 | $31.2M |
| CFS Investment Advisory Services, LLC | 2.48% | Add +1.5% | 595,768 | $29.5M |
| SteelPeak Wealth, LLC | 1.18% | Add +5.6% | 540,043 | $26.7M |
| Stokes Family Office, LLC | 2.83% | Add +2.6% | 522,885 | $25.9M |
| Stone House Investment Management, LLC | 5.34% | Add +2.7% | 522,317 | $25.8M |
| Tennessee Valley Asset Management Partners | 4.26% | Add +3.3% | 519,891 | $25.7M |
| High Falls Advisors, Inc | 5.79% | Add +0.3% | 510,835 | $25.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.12% | Add +11.0% | 503,528 | $24.9M |
| Avantax Advisory Services, Inc. | 0.16% | Add +9.7% | 481,543 | $23.8M |
| Prudential Financial Inc. | 0.03% | Add +1.2% | 475,621 | $23.5M |
| Buttonwood Financial Group, LLC | 14.02% | Add +0.0% | 472,302 | $23.4M |
| West Wealth Group, LLC | 7.32% | Add +5.6% | 456,320 | $22.6M |
| Security Financial Services, INC. | 4.42% | Add +1.9% | 438,970 | $21.7M |
| Orion Porfolio Solutions, LLC | 0.21% | Reduce -2.8% | 433,569 | $21.4M |
| Orion Portfolio Solutions, LLC | 0.21% | Reduce -2.8% | 433,569 | $21.4M |
| One Wealth Advisors, LLC | 3.09% | Add +2.3% | 406,612 | $20.1M |
| Invst, LLC | 2.42% | Reduce -31.3% | 404,248 | $20.0M |
| Liberty Wealth Management LLC | 3.33% | Reduce -57.5% | 396,741 | $19.6M |
| Blue Trust, Inc. | 0.25% | Reduce -1.8% | 411,560 | $19.3M |
| Farther Finance Advisors, LLC | 0.71% | Add +25.5% | 381,084 | $18.9M |
| Physician Wealth Advisors, Inc. | 3.38% | Add +7.1% | 372,178 | $18.7M |
| Strategic Blueprint, LLC | 1.16% | Add +2.9% | 374,555 | $18.5M |
| Equitable Holdings, Inc. | 0.18% | Add +14.2% | 366,393 | $18.1M |
| Wealth Alliance, LLC | 2.13% | Add +0.8% | 360,379 | $17.8M |
| Gries Financial LLC | 3.25% | Add +51.1% | 350,749 | $17.4M |
| Concourse Financial Group Securities, Inc. | 1.03% | Add +1.1% | 350,554 | $17.3M |
| Capital Planning Advisors, LLC | 2.60% | New | 347,666 | $17.2M |
| Detalus Advisors, LLC | 5.71% | Add +5.5% | 347,371 | $17.2M |
| Mariner, LLC | 0.03% | Add +8.9% | 346,407 | $17.1M |
| High Probability Advisors, LLC | 2.91% | New | 345,917 | $17.1M |
| Kelly Financial Services LLC | 6.27% | Add +0.1% | 345,685 | $17.1M |
| Keystone Financial Services | 6.55% | Reduce -1.3% | 341,557 | $16.9M |
| Raymond James & Associates | 0.01% | Add +132.7% | 341,521 | $16.9M |
| Avid Wealth Partners LLC | 11.62% | Add +3.3% | 331,832 | $16.4M |
| Royal Harbor Partners, LLC | 6.19% | Add +1.4% | 321,655 | $15.9M |
| Summit X, LLC | 3.85% | Reduce -4.6% | 337,293 | $15.8M |
| Ascent Group, LLC | 1.19% | Add +7.0% | 318,110 | $15.7M |
| Cypress Wealth Services, LLC | 3.15% | Add +0.9% | 308,185 | $15.2M |
| KWB Wealth | 1.97% | Add +19.8% | 322,596 | $15.1M |
| ONE Advisory Partners, LLC | 6.58% | Reduce -0.6% | 303,040 | $15.0M |
| Brookstone Capital Management | 0.22% | Add +25.4% | 301,647 | $14.9M |
| Private Advisor Group, LLC | 0.09% | Add +128.2% | 299,657 | $14.8M |
| Eq LLC | 7.41% | Add +109.3% | 299,164 | $14.8M |
| PAX Financial Group, LLC | 2.63% | Add +3.9% | 296,026 | $14.6M |
| Perigon Wealth Management, LLC | 0.39% | Add +25.3% | 293,427 | $14.5M |
| First Hawaiian Bank | 0.46% | Add +6.1% | 291,769 | $14.4M |
| B. Riley Wealth Advisors, Inc. | 0.40% | Reduce -5.3% | 291,153 | $14.3M |
| Mutual Advisors, LLC | 0.41% | Add +8.0% | 279,621 | $14.1M |
| TSA Wealth Managment LLC | 5.69% | Add +0.1% | 285,287 | $14.1M |
| Keystone Financial Group | 1.72% | New | 269,752 | $13.3M |
| Regatta Capital Group, LLC | 2.55% | New | 265,559 | $13.1M |
| Tsfg, LLC | 2.86% | Add +10.5% | 265,170 | $13.1M |
| Legacy Financial Group LLC | 2.48% | Add +4.2% | 260,411 | $12.9M |
| Win Advisors, Inc. | 5.76% | New | 248,284 | $12.3M |
"% 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.