Ishrs US E F R A ETF-UsdDYNFETF
13F holders, Q4 2024 (December 31)533holders +86
64new positions
22sold out
3famous investors
$51.33avg. 13F price*
At the end of Q4 2024, 533 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 86 from Q3 2024. 64 opened new positions and 22 sold out. The largest holders were Envestnet Asset Management Inc. ($3.3B), LPL Financial LLC ($1.3B) and JPMorgan Chase & Co. ($894.5M). 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 Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ishrs US E F R A ETF-Usd Inc.
- Filed as
- BLACKROCK ETF TRUST (Q4 2024)
- CUSIP
- 09290C103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $357.9M |
| Exits | 22 | $53.7M |
All 13F filers, Q3 2024 → Q4 2024: 29,251,808 shares bought and 5,779,638 shares sold, net +23,472,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 533 holders
| Envestnet Asset Management Inc. | 1.07% | Reduce -1.8% | 65,042,782 | $3.3B |
| LPL Financial LLC | 0.52% | Add +24.2% | 25,080,593 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +28.0% | 17,453,575 | $894.5M |
| BlackRock, Inc. | 0.02% | Reduce -2.6% | 16,465,909 | $843.9M |
| Envestnet Portfolio Solutions, Inc. | 1.63% | Reduce -2.1% | 9,718,066 | $498.1M |
| Cwm, LLC | 1.79% | Reduce -4.8% | 8,424,922 | $431.8M |
| Morgan Stanley | 0.03% | Add +11.9% | 8,334,962 | $427.2M |
| Park Avenue Securities LLC | 3.37% | Add +0.4% | 6,398,299 | $327.9M |
| MML Investors Services, LLC | 0.95% | Add +3.5% | 5,353,223 | $274.4M |
| Dynasty Wealth Management, LLC | 4.22% | New | 4,778,447 | $244.9M |
| Sagespring Wealth Partners, LLC | 6.10% | — | 4,510,417 | $231.2M |
| Ameriprise Financial Inc. | 0.06% | Add +178.8% | 4,327,634 | $221.6M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +25.3% | 4,106,000 | $210.4M |
| Cetera Investment Advisers | 0.43% | Add +10.1% | 4,057,687 | $208.0M |
| Janney Montgomery Scott LLC | 0.53% | Add +3.9% | 3,717,977 | $190.5M |
| Bank of America Corp. | 0.02% | Add +0.8% | 3,708,719 | $190.1M |
| OneDigital Investment Advisors LLC | 2.16% | Reduce -0.6% | 3,627,756 | $185.9M |
| NewEdge Advisors, LLC | 0.92% | Add +35.8% | 2,986,856 | $153.1M |
| Raymond James Financial Inc. | 0.05% | — | 2,710,967 | $138.9M |
| Bank of New York Mellon Corp | 0.02% | Add +0.9% | 2,579,640 | $132.2M |
| Osaic Holdings, Inc. | 0.28% | Add +22.9% | 2,542,748 | $126.3M |
| Sanctuary Advisors, LLC | 0.69% | Add +1.5% | 2,072,947 | $109.6M |
| Commonwealth Equity Services, LLC | 0.15% | Add +24.8% | 2,030,313 | $104.1M |
| JB Capital LLC | 5.81% | Reduce -0.2% | 2,024,950 | $103.8M |
| Foundations Investment Advisors, LLC | 1.94% | Add +2.6% | 1,960,908 | $100.5M |
| United Capital Financial Advisors, LLC | 0.79% | Reduce -6.3% | 1,816,573 | $93.1M |
| Stifel Financial Corp. | 0.08% | Add +5.9% | 1,483,591 | $76.0M |
| Parallel Advisors, LLC | 1.58% | Add +7.4% | 1,362,429 | $69.8M |
| Advocacy Wealth Management, LLC | 5.12% | Add +8.1% | 1,313,513 | $67.3M |
| Thrivent Financial for Lutherans | 0.13% | Reduce -2.0% | 1,236,575 | $64.7M |
| Integrated Wealth Concepts LLC | 0.75% | Reduce -32.0% | 1,255,441 | $64.3M |
| AE Wealth Management LLC | 0.53% | Add +1.1% | 1,223,273 | $62.7M |
| Royal Bank of Canada | 0.01% | Add +16.9% | 1,004,767 | $51.5M |
| Austin Private Wealth, LLC | 4.67% | Add +1.5% | 970,339 | $49.7M |
| Horizon Wealth Management, LLC | 8.28% | Add +22.3% | 928,168 | $47.6M |
| Atria Wealth Solutions, Inc. | 0.50% | Add +0.8% | 890,303 | $45.6M |
| Truist Financial Corp. | 0.07% | Add +2.4% | 849,568 | $43.5M |
| Wells Fargo & Company | 0.01% | Add +17457.2% | 837,655 | $42.9M |
| CreativeOne Wealth, LLC | 1.32% | Reduce -1.5% | 837,517 | $42.9M |
| UBS Group AG | 0.01% | Add +2470.8% | 788,326 | $40.4M |
| Atria Investments, Inc | 0.50% | Reduce -8.5% | 785,151 | $40.2M |
| MA Private Wealth | 7.50% | Add +1.5% | 782,207 | $40.1M |
| Sharkey, Howes & Javer | 5.32% | Reduce -0.9% | 738,255 | $37.8M |
| McMorgan & Co. LLC | 5.62% | Reduce -7.5% | 709,112 | $36.3M |
| Icon Wealth Advisors, LLC | 2.97% | Reduce -4.2% | 704,995 | $36.1M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Add +7.2% | 698,686 | $35.8M |
| Scarborough Advisors, LLC | 4.93% | Reduce -3.6% | 680,251 | $34.9M |
| Horst & Graben Wealth Management LLC | 5.84% | Reduce -0.2% | 640,080 | $32.8M |
| US Bancorp \de | 0.04% | Reduce -8.1% | 639,933 | $32.8M |
| Stratos Wealth Partners, LTD. | 0.46% | Add +300.4% | 635,044 | $32.5M |
| Farther Finance Advisors, LLC | 1.11% | Add +57.6% | 600,426 | $30.8M |
| CFS Investment Advisory Services, LLC | 2.61% | Reduce -4.5% | 568,743 | $29.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2.34% | Add +11.4% | 561,156 | $28.8M |
| Avantax Advisory Services, Inc. | 0.17% | Add +9.2% | 525,858 | $27.0M |
| SteelPeak Wealth, LLC | 1.11% | Reduce -3.2% | 523,001 | $26.8M |
| Merit Financial Group, LLC | 0.48% | Add +176.3% | 522,946 | $26.8M |
| Tennessee Valley Asset Management Partners | 4.39% | Reduce -1.5% | 512,038 | $26.2M |
| Stokes Family Office, LLC | 2.72% | Reduce -4.9% | 497,247 | $25.5M |
| Strategic Wealth Investment Group, LLC | 1.39% | New | 108,558 | $25.2M |
| Intelligence Driven Advisers, LLC | 4.67% | Reduce -23.2% | 484,905 | $24.9M |
| High Falls Advisors, Inc | 5.76% | Reduce -5.1% | 484,688 | $24.8M |
| West Wealth Group, LLC | 7.39% | Add +5.9% | 483,369 | $24.8M |
| Buttonwood Financial Group, LLC | 13.34% | Reduce -4.0% | 453,201 | $24.1M |
| Stone House Investment Management, LLC | 5.76% | Reduce -15.3% | 442,435 | $22.7M |
| Mariner, LLC | 0.04% | Add +25.7% | 435,329 | $22.3M |
| Security Financial Services, INC. | 4.40% | Reduce -3.9% | 421,705 | $21.6M |
| Capital Planning Advisors, LLC | 3.33% | Add +20.9% | 420,185 | $21.5M |
| One Wealth Advisors, LLC | 3.18% | Add +2.9% | 418,187 | $21.4M |
| Liberty Wealth Management LLC | 3.46% | Add +2.3% | 405,740 | $20.8M |
| Invst, LLC | 2.48% | Reduce -1.6% | 397,779 | $20.4M |
| Orion Porfolio Solutions, LLC | 0.20% | Reduce -10.7% | 387,304 | $19.8M |
| Orion Portfolio Solutions, LLC | 0.20% | Reduce -10.7% | 387,304 | $19.8M |
| Gries Financial LLC | 3.50% | Add +9.4% | 383,786 | $19.7M |
| Integrity Alliance, Llc. | 2.11% | — | 380,221 | $19.5M |
| High Probability Advisors, LLC | 3.45% | Add +8.5% | 375,438 | $19.2M |
| Strategic Blueprint, LLC | 1.13% | Reduce -0.8% | 371,528 | $19.0M |
| Blue Trust, Inc. | 0.24% | Reduce -10.8% | 367,097 | $18.8M |
| Physician Wealth Advisors, Inc. | 3.17% | Reduce -1.7% | 365,937 | $18.8M |
| Equitable Holdings, Inc. | 0.18% | Reduce -1.0% | 362,609 | $18.6M |
| Wealth Alliance, LLC | 2.19% | Reduce -0.9% | 357,031 | $18.3M |
| Concourse Financial Group Securities, Inc. | 1.03% | Reduce -2.1% | 343,279 | $18.2M |
| Perigon Wealth Management, LLC | 0.44% | Add +18.4% | 347,265 | $17.9M |
| Private Advisor Group, LLC | 0.10% | Add +15.8% | 346,956 | $17.8M |
| Keystone Financial Services | 6.78% | Add +1.2% | 345,662 | $17.7M |
| Detalus Advisors, LLC | 5.83% | Reduce -0.6% | 345,354 | $17.7M |
| Kelly Financial Services LLC | 6.37% | Reduce -0.3% | 344,652 | $17.7M |
| Keystone Financial Group | 1.72% | Add +26.0% | 339,896 | $17.4M |
| Eq LLC | 7.92% | Add +9.9% | 328,910 | $16.9M |
| Ascent Group, LLC | 1.26% | Add +2.8% | 326,953 | $16.8M |
| Summit X, LLC | 3.69% | Reduce -3.7% | 324,913 | $16.7M |
| Royal Harbor Partners, LLC | 6.21% | Reduce -0.3% | 320,860 | $16.4M |
| Cypress Wealth Services, LLC | 3.29% | Add +3.9% | 320,048 | $16.4M |
| KWB Wealth | 2.02% | Add +2.3% | 329,872 | $16.3M |
| Avid Wealth Partners LLC | 11.45% | Reduce -5.2% | 314,544 | $16.1M |
| PAX Financial Group, LLC | 2.87% | Add +5.7% | 312,787 | $16.0M |
| First Hawaiian Bank | 0.52% | Add +6.1% | 309,658 | $15.9M |
| ONE Advisory Partners, LLC | 6.69% | Reduce -2.9% | 294,290 | $15.1M |
| Mutual Advisors, LLC | 0.43% | Add +2.3% | 286,043 | $14.8M |
| Tsfg, LLC | 3.01% | Add +7.9% | 286,167 | $14.7M |
| Ullmann Wealth Partners Group, LLC | 1.86% | Add +16.2% | 281,693 | $14.4M |
"% 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.