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 |
| Financial Life Advisors | 4.58% | Add +16.0% | 245,048 | $12.1M |
| ShoreHaven Wealth Partners, LLC | 5.84% | Add +6.1% | 244,953 | $12.1M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +12.1% | 244,406 | $12.1M |
| Stonebrook Private Inc. | 3.18% | Add +124.3% | 243,254 | $12.0M |
| Ullmann Wealth Partners Group, LLC | 1.55% | Add +47.5% | 242,385 | $12.0M |
| Trek Financial, LLC | 0.89% | Reduce -0.1% | 240,440 | $11.9M |
| TNF LLC | 4.28% | Reduce -0.6% | 234,930 | $11.9M |
| Beacon Financial Group | 1.29% | Add +15.0% | 239,934 | $11.9M |
| WJ Wealth Management, LLC | 3.99% | New | 228,856 | $11.3M |
| WealthShield Partners, LLC | 1.52% | Add +0.8% | 226,107 | $11.2M |
| Rothschild Wealth LLC | 3.27% | Add +1.4% | 221,386 | $11.0M |
| Snowden Capital Advisors LLC | 0.33% | Add +3.2% | 221,021 | $10.9M |
| Apeiron RIA LLC | 3.04% | Add +5.9% | 214,581 | $10.6M |
| Madrona Financial Services, LLC | 2.92% | Add +5.1% | 212,480 | $10.5M |
| Watershed Private Wealth LLC | 4.19% | Add +7.7% | 212,422 | $10.5M |
| Regal Investment Advisors LLC | 0.71% | Add +33.4% | 204,944 | $10.1M |
| Bay Harbor Wealth Management, LLC | 3.31% | Add +2.6% | 204,654 | $10.1M |
| First Horizon Advisors, Inc. | 0.28% | Add +8.7% | 203,872 | $10.1M |
| RFG Advisory, LLC | 0.30% | Reduce -8.2% | 199,141 | $9.9M |
| Scissortail Wealth Management, LLC | 2.39% | Reduce -99.6% | 809 | $9.8M |
| Swmg, LLC | 3.91% | Reduce -3.0% | 181,069 | $9.5M |
| Ancora Advisors LLC | 0.21% | Add +24.2% | 190,537 | $9.4M |
| Merit Financial Group, LLC | 0.21% | Reduce -53.6% | 189,281 | $9.4M |
| Morningstar Investment Services LLC | 0.09% | Add +42.9% | 188,636 | $9.3M |
| Spinnaker Trust | 0.55% | Add +4.9% | 179,083 | $8.9M |
| Cobblestone Asset Management LLC | 5.26% | Reduce -0.3% | 176,915 | $8.8M |
| WCG Wealth Advisors LLC | 0.59% | Add +5.1% | 176,876 | $8.8M |
| SkyOak Wealth, LLC | 1.92% | Reduce -0.9% | 175,284 | $8.7M |
| Maia Wealth LLC | 2.14% | Add +13.4% | 171,046 | $8.6M |
| Kestra Private Wealth Services, LLC | 0.16% | New | 174,388 | $8.6M |
| Kestra Advisory Services, LLC | 0.05% | Add +51.7% | 172,101 | $8.5M |
| Focus Financial Network, Inc. | 0.34% | Add +2.2% | 170,500 | $8.4M |
| SigFig Wealth Management, LLC | 0.30% | Add +1.4% | 168,603 | $8.3M |
| Assetmark, Inc. | 0.02% | Add +7.6% | 167,691 | $8.3M |
| BCGM Wealth Management, LLC | 2.69% | Add +0.7% | 167,505 | $8.3M |
| Vertex Planning Partners, LLC | 1.97% | Add +4.9% | 166,912 | $8.3M |
| Keebeck Wealth Management | 1.20% | Add +3.8% | 166,830 | $8.3M |
| True Vision MN LLC | 4.72% | Add +4.1% | 159,365 | $7.9M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +157.2% | 158,591 | $7.8M |
| Jmac Enterprises LLC | 1.24% | Add +10.3% | 157,038 | $7.8M |
| Townsquare Capital LLC | 0.09% | Reduce -0.1% | 155,209 | $7.7M |
| Claro Advisors Inc. | 0.99% | Add +15.5% | 154,416 | $7.6M |
| Mayflower Financial Advisors, LLC | 1.15% | Add +10.1% | 153,531 | $7.6M |
| Lineweaver Wealth Advisors, LLC | 1.43% | Add +4.0% | 151,260 | $7.5M |
| Beacon Bridge Wealth Partners, LLC | 3.20% | Add +1.8% | 150,385 | $7.4M |
| U.S. Capital Wealth Advisors, LLC | 0.26% | Add +1.3% | 146,403 | $7.2M |
| HighTower Advisors, LLC | 0.01% | Add +5.7% | 141,603 | $7.0M |
| Gen-Wealth Partners Inc | 3.04% | Add +5.1% | 137,493 | $7.0M |
| Alpha Financial Partners LLC | 4.93% | New | 139,629 | $6.9M |
| Ehrlich Financial Group | 4.93% | Add +13.0% | 139,629 | $6.9M |
| Spectrum Planning & Advisory Services Inc. | 6.63% | Add +14.6% | 139,384 | $6.9M |
| John W. Brooker & Co., CPAs | 3.04% | Add +26.7% | 133,805 | $6.6M |
| Ashton Thomas Securities, LLC | 1.28% | Reduce -1.1% | 133,663 | $6.6M |
| Firethorn Wealth Partners, LLC | 3.34% | Reduce -1.1% | 133,006 | $6.6M |
| Braun-Bostich & Associates Inc. | 4.48% | Add +2.1% | 129,887 | $6.4M |
| Capital Analysts, LLC | 0.26% | Add +56.9% | 128,462 | $6.4M |
| Ameritas Advisory Services, LLC | 0.27% | Add +44.4% | 128,179 | $6.3M |
| Forte Asset Management LLC | 3.37% | Add +0.9% | 127,859 | $6.3M |
| Centurion Wealth Management LLC | 1.99% | — | 126,210 | $6.2M |
| Maxwell Wealth Strategies Inc. | 2.65% | Add +5.1% | 123,668 | $6.2M |
| Mgo One Seven LLC | 0.27% | Add +100.2% | 125,155 | $6.2M |
| Certus Wealth Management, LLC | 4.30% | Add +5.1% | 124,794 | $6.2M |
| Csenge Advisory Group | 0.32% | Add +35.8% | 120,466 | $6.1M |
| Tradition Wealth Management, LLC | 0.54% | Add +6.5% | 122,417 | $6.1M |
| Waverly Advisors, LLC | 0.11% | Add +22.9% | 122,142 | $6.0M |
| Stratos Wealth Advisors, LLC | 0.28% | Add +14.1% | 121,409 | $6.0M |
| Shared Vision Wealth Group LLC | 3.19% | Add +3.4% | 120,764 | $6.0M |
| &partners | 0.11% | New | 111,209 | $5.6M |
| Simplicity Wealth,LLC | 0.51% | Reduce -9.4% | 111,484 | $5.5M |
| Advisory Services Network, LLC | 0.11% | No change | 115,074 | $5.4M |
| Northwest Capital Management Inc | 1.91% | Reduce -0.2% | 107,349 | $5.3M |
| Elevation Point Wealth Partners, LLC | 0.50% | Reduce -1.4% | 106,121 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.15% | Add +211.3% | 104,936 | $5.2M |
| AdvisorNet Financial, Inc | 0.37% | Add +1.0% | 99,559 | $4.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.66% | Add +9.0% | 99,464 | $4.9M |
| Kickstand Ventures, Llc. | 1.23% | Add +0.8% | 97,521 | $4.8M |
| FFG Retirement Advisors LLC | 3.10% | Reduce -0.9% | 96,238 | $4.8M |
| Quadrant Private Wealth Management, LLC | 1.18% | Add +17.7% | 96,187 | $4.8M |
| Verus Capital Partners, LLC | 0.46% | Add +24.2% | 95,639 | $4.7M |
| Lantz Financial LLC | 1.27% | Add +2.4% | 94,771 | $4.7M |
| Hoxton Planning & Management, LLC | 1.76% | Add +0.9% | 91,663 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.31% | Add +17.0% | 90,901 | $4.5M |
| PFG Advisors | 0.28% | Add +27.8% | 89,507 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +5.5% | 88,577 | $4.4M |
| My Legacy Advisors, LLC | 1.71% | Reduce -37.0% | 87,638 | $4.3M |
| B&D White Capital Company, LLC | 0.73% | New | 85,968 | $4.3M |
| Diversify Advisory Services, LLC | 0.23% | Reduce -13.0% | 82,845 | $4.2M |
| Robertson Stephens Wealth Management, LLC | 0.15% | Add +6.9% | 83,917 | $4.2M |
| IFP Advisors, Inc | 0.15% | Add +4.1% | 83,709 | $4.1M |
| Theory Financial LLC | 1.80% | Add +12.3% | 82,334 | $4.1M |
| Twin Peaks Wealth Advisors, LLC | 1.88% | Add +24.3% | 82,251 | $4.1M |
| Unique Wealth, LLC | 0.92% | New | 81,022 | $4.0M |
| Copperleaf Capital, LLC | 3.00% | Reduce -1.6% | 79,267 | $3.9M |
| Transcend Capital Advisors, LLC | 0.26% | Add +1.2% | 78,992 | $3.9M |
| Harbour Investments, Inc. | 0.12% | Reduce -7.9% | 78,061 | $3.9M |
| CoreCap Advisors, LLC | 0.18% | Add +59.5% | 77,265 | $3.8M |
| KM Capital Management Ltd. | 1.99% | Add +4.4% | 75,378 | $3.7M |
| BlackDiamond Wealth Management, LLC | 2.22% | Reduce -2.7% | 70,178 | $3.7M |
| Avidian Wealth Enterprises, LLC | 0.17% | Reduce -2.3% | 73,524 | $3.6M |
| Prospera Financial Services Inc | 0.09% | Add +630.4% | 73,277 | $3.6M |
| Gateway Wealth Partners, LLC | 0.97% | Add +8.8% | 71,105 | $3.5M |
| Millington Financial Advisors, LLC | 2.11% | Add +9.3% | 68,575 | $3.4M |
| Mosley Wealth Management | 2.26% | Add +12.9% | 64,756 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -9.9% | 66,700 | $3.3M |
| Principal Securities, Inc. | 0.08% | Add +86.4% | 66,105 | $3.3M |
| Signal Advisors Wealth, LLC | 0.46% | New | 65,020 | $3.2M |
| Maripau Wealth Management LLC | 2.69% | Reduce -0.7% | 62,825 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Add +28.6% | 62,425 | $3.1M |
| Sowell Financial Services LLC | 0.14% | Reduce -17.4% | 62,418 | $3.1M |
| Spire Wealth Management | 0.10% | Add +105.4% | 62,182 | $3.1M |
| Weil Company, Inc. | 0.98% | Add +31.0% | 60,515 | $3.0M |
| Bush Investment Group, LLC | 2.38% | Add +3.4% | 60,146 | $3.0M |
| Concorde Asset Management, LLC | 1.68% | Add +11.9% | 60,060 | $3.0M |
| Client 1ST Advisory Group, LLC | 1.17% | Add +68.0% | 59,398 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +186309.4% | 59,651 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.6% | 56,835 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.15% | Add +1.0% | 56,652 | $2.8M |
| Redwood Investment Management, LLC | 0.25% | Add +9.0% | 56,396 | $2.8M |
| Wealthgarden F.S. LLC | 2.67% | Reduce -0.2% | 55,373 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Reduce -70.2% | 54,050 | $2.7M |
| Benjamin Edwards Inc. | 0.04% | New | 53,434 | $2.6M |
| RCS Financial Planning, LLC | 1.47% | Add +3.5% | 53,381 | $2.6M |
| Venturi Wealth Management, LLC | 0.14% | Reduce -3.3% | 53,071 | $2.6M |
| IFG Advisory, LLC | 0.17% | Reduce -17.6% | 53,027 | $2.6M |
| WealthPLAN Partners, LLC | 0.34% | Reduce -1.8% | 51,386 | $2.5M |
| Regimen Wealth, LLC | 0.82% | Reduce -0.7% | 51,284 | $2.5M |
| Fullcircle Wealth LLC | 1.14% | Add +1.6% | 50,097 | $2.5M |
| Financial Advocates Investment Management | 0.14% | Reduce -3.0% | 51,223 | $2.5M |
| Commonwealth Retirement Investments LLC | 1.03% | Add +2.3% | 49,515 | $2.4M |
| Advus Financial Partners, LLC | 0.69% | Add +77.8% | 48,812 | $2.4M |
| Interchange Capital Partners, LLC | 0.85% | Reduce -1.4% | 48,525 | $2.4M |
| HSBC Holdings PLC | 0.00% | Reduce -61.6% | 45,108 | $2.2M |
| Clearview Wealth Advisors LLC | 1.67% | Add +9.6% | 43,726 | $2.2M |
| BCU Wealth Advisors, LLC | 1.29% | Add +12.2% | 43,648 | $2.2M |
| JFS Wealth Advisors, LLC | 0.14% | Add +0.9% | 43,278 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +3.8% | 43,135 | $2.1M |
| Clear Creek Financial Management, LLC | 0.23% | Add +0.3% | 41,851 | $2.1M |
| LifePlan Investment Advisors, Inc. | 1.32% | Add +8.6% | 41,830 | $2.1M |
| World Investment Advisors | 0.06% | Add +13.5% | 41,725 | $2.1M |
| Sovereign Financial Group, Inc. | 0.48% | Add +1.8% | 41,280 | $2.0M |
| TRUE Private Wealth Advisors | 0.24% | Reduce -1.7% | 40,994 | $2.0M |
| Sutton Place Investors LLC | 1.23% | Add +6.5% | 40,569 | $2.0M |
| Betterment LLC | 0.00% | Add +15.9% | 39,913 | $2.0M |
| Creative Financial Designs Inc. | 0.17% | Add +4.3% | 39,837 | $2.0M |
| Nwam LLC | 0.12% | New | 39,269 | $1.9M |
| Elios Financial Group Inc. | 0.85% | — | 37,183 | $1.8M |
| W Advisors, LLC | 1.13% | Add +5.3% | 36,995 | $1.8M |
| IHT Wealth Management, LLC | 0.05% | New | 36,922 | $1.8M |
| First Heartland Consultants, Inc. | 0.19% | Add +22.9% | 35,475 | $1.8M |
| Lionsbridge Wealth Management LLC | 1.38% | New | 35,351 | $1.7M |
| OMNI 360 Wealth, Inc. | 1.18% | Add +21.7% | 34,744 | $1.7M |
| Raleigh Capital Management Inc. | 0.66% | Reduce -1.3% | 34,370 | $1.7M |
| Emergent Wealth Advisors, LLC | 1.26% | Add +292.9% | 34,344 | $1.7M |
| Aspire Private Capital, LLC | 0.39% | Add +7.4% | 33,461 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.9% | 33,300 | $1.6M |
| AQR Capital Management | 0.00% | New | 33,070 | $1.6M |
| BigSur Wealth Management LLC | 0.44% | No change | 32,573 | $1.6M |
| Hutchens & Kramer Investment Management Group, LLC | 0.89% | Add +29.6% | 32,718 | $1.6M |
| Centaurus Financial, Inc. | 0.10% | Add +580.3% | 31,844 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Add +48.5% | 31,694 | $1.6M |
| Merkkuri Wealth Advisors LLC | 1.21% | Add +30.5% | 31,007 | $1.5M |
| UBS Group AG | 0.00% | New | 30,664 | $1.5M |
| Quotient Wealth Partners, LLC | 0.05% | Add +97.5% | 29,877 | $1.5M |
| WR Wealth Planners, LLC | 0.41% | Add +102.4% | 29,676 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +7.4% | 29,036 | $1.4M |
| Dohj, LLC | 0.32% | New | 28,138 | $1.4M |
| Aspire Wealth Management Corp | 0.73% | Reduce -0.8% | 27,303 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +100.9% | 26,447 | $1.3M |
| VestGen Investment Management | 0.37% | Add +3.7% | 26,384 | $1.3M |
| Journey Strategic Wealth LLC | 0.05% | Add +196.2% | 26,070 | $1.3M |
| Absolute Capital Management, LLC | 0.74% | Reduce -2.0% | 25,022 | $1.2M |
| Retirement Planning Group, LLC | 0.07% | Reduce -10.7% | 24,860 | $1.2M |
| Valmark Advisers, Inc. | 0.02% | Reduce -23.0% | 24,609 | $1.2M |
| Modern Wealth Management, LLC | 0.07% | Add +8.7% | 24,275 | $1.2M |
| Elevated Capital Advisors, LLC | 0.32% | New | 24,217 | $1.2M |
| Private Trust Co. NA | 0.12% | Reduce -2.3% | 23,425 | $1.2M |
| First Citizens Financial Corp | 0.61% | Add +35.1% | 23,279 | $1.2M |
| Arkadios Wealth Advisors | 0.06% | Reduce -1.8% | 22,336 | $1.1M |
| Comerica Bank | 0.00% | Reduce -1.2% | 22,333 | $1.1M |
| Catalina Capital Group, LLC | 0.37% | Add +1.6% | 22,288 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +54.1% | 22,202 | $1.1M |
| RHS Financial, LLC | 0.55% | Add +4.8% | 22,114 | $1.1M |
| Beacon Financial Advisory LLC | 0.37% | Add +12.6% | 21,801 | $1.1M |
| Dentgroup LLC | 0.80% | Add +4.4% | 21,676 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.07% | Reduce -29.2% | 21,643 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.7% | 21,580 | $1.1M |
| Cooper Financial Group | 0.14% | Add +86.5% | 21,260 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Add +35.1% | 21,164 | $1.0M |
| Pinion Investment Advisors, LLC | 0.44% | Add +245.6% | 21,028 | $1.0M |
| Perennial Investment Advisors, LLC | 0.13% | Add +74.6% | 20,904 | $1.0M |
| Semmax Financial Advisors Inc. | 0.28% | Add +5.4% | 19,750 | $1.0M |
| MKT Advisors LLC | 0.47% | Add +1.0% | 20,509 | $1.0M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -38.0% | 20,080 | $993K |
| United Advisor Group, LLC | 0.22% | Add +12.7% | 19,495 | $964K |
| Lifeworks Advisors, LLC | 0.19% | Add +4.5% | 19,455 | $962K |
| Lloyd Advisory Services, LLC. | 0.45% | Reduce -4.8% | 18,906 | $935K |
| Alterna Wealth Management, Inc. | 0.84% | Add +1.1% | 18,874 | $934K |
| Accelerate Investment Advisors LLC | 0.91% | — | 18,750 | $928K |
| Argent Trust Co | 0.04% | New | 18,673 | $924K |
| Western Wealth Management, LLC | 0.05% | Add +178.2% | 18,659 | $923K |
| RDA Financial Network | 0.28% | Add +3.3% | 18,415 | $911K |
| Sound Income Strategies, LLC | 0.06% | Add +4.6% | 18,113 | $896K |
| Resurgent Financial Advisors LLC | 0.53% | Reduce -2.7% | 18,105 | $896K |
| GeoWealth Management, LLC | 0.03% | Add +31.7% | 17,628 | $872K |
| FWG Investments, LLC. | 0.73% | Add +12.1% | 17,094 | $846K |
| Lantern Wealth Advisors, LLC | 0.59% | Add +5.0% | 17,071 | $845K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.4% | 16,816 | $832K |
| Wells Financial Advisors INC | 1.12% | Reduce -62.6% | 16,804 | $831K |
| LGT Financial Advisors LLC | 2.03% | Add +14.5% | 16,630 | $823K |
| Semus Wealth Partners LLC | 0.57% | Add +24.2% | 16,589 | $821K |
| Triad Wealth Partners, LLC | 0.44% | Add +78709.5% | 16,550 | $819K |
| Peninsula Wealth, LLC | 0.14% | Add +32.4% | 15,835 | $802K |
| Able Wealth Management LLC | 0.60% | New | 16,095 | $796K |
| Tempus Wealth Planning, LLC | 0.29% | Add +56.8% | 15,773 | $780K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -37.3% | 15,686 | $775K |
| MSH Capital Advisors LLC | 0.23% | Add +51.7% | 15,179 | $751K |
| JT Stratford LLC | 0.13% | Add +9.2% | 15,106 | $747K |
| Foundry Financial Group, Inc. | 0.46% | Reduce -5.0% | 14,982 | $741K |
| LexAurum Advisors, LLC | 0.16% | Add +4.2% | 14,378 | $711K |
| D.A. Davidson & Co. | 0.01% | Add +56.4% | 13,889 | $687K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 13,848 | $685K |
| Fulcrum Equity Management | 0.57% | Reduce -8.9% | 13,557 | $671K |
| Maiden Cove Capital, LLC | 1.03% | New | 13,359 | $661K |
| Magnus Financial Group LLC | 0.07% | Add +17.4% | 13,302 | $658K |
| Arcadia Wealth Management, LLC | 0.34% | Add +22.7% | 13,186 | $652K |
| Herold Advisors, Inc. | 0.14% | Add +2.8% | 13,133 | $650K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +15.6% | 12,993 | $643K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -55.2% | 12,934 | $640K |
| Legacy Edge Advisors, LLC | 0.10% | Reduce -22.5% | 12,048 | $596K |
| Latitude Advisors, LLC | 0.34% | Add +48.6% | 12,042 | $596K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.0% | 11,897 | $589K |
| Independent Financial Group, LLC | 0.02% | Add +9.2% | 11,640 | $576K |
| Two West Capital Advisors LLC | 0.46% | Add +13.6% | 11,410 | $564K |
| Personal Cfo Solutions, LLC | 0.08% | Add +2.7% | 11,407 | $564K |
| Oliver Lagore Vanvalin Investment Group | 0.15% | Reduce -8.4% | 11,296 | $559K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -46.9% | 11,039 | $546K |
| Syntegra Private Wealth Group, LLC | 0.06% | Reduce -2.0% | 11,020 | $545K |
| World Equity Group, Inc. | 0.20% | Add +13.1% | 10,994 | $544K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +0.4% | 10,988 | $544K |
| Citadel Advisors | 0.00% | New | 10,846 | $537K |
| CFO4Life Group, LLC | 0.09% | New | 10,787 | $534K |
| Goldstein Advisors, LLC | 0.08% | New | 10,012 | $495K |
| Quartz Partners, LLC | 0.31% | — | 10,000 | $495K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -29.3% | 9,924 | $491K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -1.1% | 9,757 | $483K |
| Belpointe Asset Management LLC | 0.03% | Reduce -27.2% | 9,748 | $482K |
| Western Financial Corp | 0.27% | Reduce -3.4% | 9,574 | $474K |
| Integrated Advisors Network LLC | 0.02% | New | 9,484 | $469K |
| Visionary Horizons, LLC | 0.31% | New | 9,427 | $466K |
| Freedom Investment Management, Inc. | 0.04% | Add +22.2% | 9,413 | $466K |
| Gallagher Fiduciary Advisors, LLC | 0.09% | New | 9,395 | $465K |
| Accurate Wealth Management, LLC | 0.09% | New | 9,112 | $459K |
| New Republic Capital, LLC | 0.25% | Reduce -1.0% | 8,895 | $440K |
| Etesian Wealth Advisors, Inc. | 0.18% | New | 8,236 | $407K |
| Flow Traders U.S. LLC | 0.02% | New | 8,088 | $400K |
| ORG Partners LLC | 0.06% | Reduce -13.4% | 7,881 | $390K |
| Cape Investment Advisory, Inc. | 0.16% | Add +99.0% | 7,776 | $385K |
| FinTrust Capital Advisors, LLC | 0.06% | Reduce -16.7% | 7,707 | $381K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.3% | 7,551 | $374K |
| Lion Street Advisors, LLC | 0.13% | Add +39.4% | 7,460 | $369K |
| Empirical Asset Management, LLC | 0.13% | Add +4.6% | 7,450 | $369K |
| Gilliland Jeter Wealth Management LLC | 0.12% | Add +26.1% | 7,446 | $368K |
| DAVENPORT & Co LLC | 0.00% | Add +29.7% | 7,180 | $355K |
| Midwest Heritage Bank, FSB | 0.17% | Add +10.2% | 7,154 | $354K |
| Everpar Advisors LLC | 0.18% | Add +26.1% | 6,936 | $343K |
| Bank of Marin | 0.27% | New | 6,804 | $337K |
| Sunbelt Securities, Inc. | 0.03% | Add +58.9% | 6,665 | $330K |
| Mercer Global Advisors Inc. | 0.00% | New | 6,601 | $324K |
| Flagstar Securities, Inc. | 0.08% | Reduce -1.2% | 6,347 | $314K |
| Vantage Financial Partners, LLC | 0.07% | New | 5,970 | $295K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.2% | 5,634 | $293K |
| Wedbush Securities Inc. | 0.01% | Add +15.3% | 5,758 | $285K |
| Kovack Advisors, Inc. | 0.03% | New | 5,710 | $282K |
| Summit Wealth Partners, LLC | 0.05% | Add +3.1% | 5,707 | $282K |
| Allworth Financial LP | 0.00% | Reduce -37.1% | 5,572 | $276K |
| Global Financial Private Client, LLC | 0.10% | Reduce -3.5% | 5,373 | $266K |
| Axim Planning & Wealth | 0.29% | Add +0.9% | 5,229 | $259K |
| Thomasville National Bank | 0.02% | Reduce -0.5% | 5,116 | $253K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,094 | $252K |
| Qube Research & Technologies Ltd | 0.00% | Add +23.2% | 5,060 | $250K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2629.2% | 5,049 | $250K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.6% | 4,893 | $242K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -4.6% | 4,785 | $242K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -20.9% | 4,851 | $240K |
| Creative Planning | 0.00% | Reduce -0.3% | 4,779 | $236K |
| Wells Fargo & Company | 0.00% | Reduce -33.2% | 4,771 | $236K |
| Prosperity Planning, Inc. | 0.10% | Reduce -2.1% | 4,729 | $234K |
| Zions Bancorporation, N.A. | 0.02% | No change | 4,709 | $233K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -4.4% | 4,604 | $228K |
| Newport Capital Group, LLC | 0.16% | New | 4,446 | $220K |
| Fortis Advisors, LLC | 0.14% | New | 4,427 | $219K |
| Catalyst Financial Partners LLC | 0.04% | New | 4,366 | $216K |
| Compound Planning, Inc. | 0.01% | Reduce -10.9% | 4,360 | $216K |
| Criterion Capital Advisors, LLC | 0.13% | No change | 4,549 | $214K |
| Jane Street Group, LLC | 0.00% | Reduce -84.3% | 4,225 | $209K |
| Rehmann Capital Advisory Group | 0.01% | New | 4,139 | $205K |
| Kingdom Financial Group LLC. | 0.15% | Reduce -24.7% | 4,120 | $204K |
| Objective Capital Management, LLC | 0.12% | — | 4,064 | $201K |
| Authentikos Wealth Advisory, LLC | 0.19% | New | 3,962 | $196K |
| REAP Financial Group, LLC | 0.04% | Reduce -10.7% | 3,505 | $173K |
| Vermillion & White Wealth Management Group, LLC | 0.12% | Add +244.7% | 3,340 | $165K |
| Arlington Trust Co LLC | 0.03% | No change | 2,437 | $121K |
| Tidemark, LLC | 0.03% | Reduce -4.5% | 1,537 | $76K |
| Avior Wealth Management, LLC | 0.00% | Reduce -22.5% | 1,526 | $75K |
| Wintrust Investments LLC | 0.06% | Reduce -89.7% | 1,529 | $75K |
| Tucker Asset Management LLC | 0.02% | Reduce -36.2% | 1,455 | $72K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -48.8% | 1,183 | $60K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -6.4% | 1,082 | $54K |
| Sandy Spring Bank | 0.00% | No change | 1,040 | $51K |
| Beacon Capital Management, LLC | 0.01% | New | 965 | $48K |
| Lindbrook Capital, LLC | 0.00% | New | 951 | $47K |
| Tompkins Financial Corp. | 0.00% | Reduce -24.3% | 624 | $31K |
| Harbor Investment Advisory, LLC | 0.00% | Add +6.3% | 577 | $29K |
| Evermay Wealth Management LLC | 0.00% | New | 554 | $27K |
| Smithfield Trust Co | 0.00% | No change | 477 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | Add +173.6% | 446 | $22K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 410 | $20K |
| Chesapeake Asset Management LLC | 0.02% | New | 386 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -24.4% | 376 | $19K |
| Fifth Third Bancorp | 0.00% | New | 365 | $18K |
| Geneos Wealth Management Inc. | 0.00% | New | 363 | $18K |
| Hobbs Group Advisors, LLC | 0.01% | New | 333 | $16K |
| Park Place Capital Corp | 0.00% | No change | 304 | $15K |
| Bessemer Group Inc. | 0.00% | No change | 305 | $15K |
| Davis Capital Management | 0.01% | New | 301 | $15K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 292 | $14K |
| Peterson Financial Group, Inc. | 0.05% | New | 271 | $13K |
| NBT Bank, N.A. | 0.00% | No change | 245 | $12K |
| Lanark Financial, Inc. | 0.00% | New | 215 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 201 | $10K |
| Financial Gravity Companies, Inc. | 0.00% | — | 172 | $9K |
| CENTRAL TRUST Co | 0.00% | New | 162 | $8K |
| Darwin Wealth Management, LLC | 0.00% | New | 154 | $8K |
| Abich Financial Wealth Management LLC | 0.02% | New | 141 | $7K |
| Arax Advisory Partners | 0.00% | No change | 133 | $7K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 127 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 112 | $6K |
| Asset Dedication, LLC | 0.00% | New | 101 | $5K |
| St Germain D J Co. Inc. | 0.00% | No change | 98 | $5K |
| FPC Investment Advisory, Inc. | 0.00% | No change | 94 | $5K |
| Oarsman Capital, Inc. | 0.00% | New | 82 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | New | 64 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 59 | $3K |
| National Bank of Canada | 0.00% | No change | 30 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 29 | $1K |
| FMR LLC | 0.00% | Add +8.3% | 13 | $643 |
| Citigroup Inc. | 0.00% | New | 8 | $396 |
"% 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.