Ishrs US E F R A ETF-UsdDYNFETF

13F holders, Q2 2025 (June 30)
605holders +43
70new positions
30sold out
6famous investors
$54.46avg. 13F price*

At the end of Q2 2025, 605 institutions reported holding Ishrs US E F R A ETF-Usd Inc. (DYNF) in their 13F filings, up 43 from Q1 2025. 70 opened new positions and 30 sold out. The largest holders were Envestnet Asset Management Inc. ($3.9B), LPL Financial LLC ($1.8B) and JPMorgan Chase & Co. ($1.1B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Ishrs US E F R A ETF-Usd Inc.
Filed as
BLACKROCK ETF TRUST (Q2 2025)
CUSIP
09290C103
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 330Q1 2024Q2 2024: 393Q2 2024Q3 2024: 447Q3 2024Q4 2024: 533Q4 2024Q1 2025: 562Q1 2025Q2 2025: 605Q2 2025Q3 2025: 654Q3 2025Q4 2025: 789Q4 2025Q1 2026: 829Q1 2026Q2 2026: 892Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions70$171.0M
Exits30$60.7M

All 13F filers, Q1 2025 → Q2 2025: 34,642,298 shares bought and 6,686,912 shares sold, net +27,955,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 605 holders

Envestnet Asset Management Inc. 1.13% Add +3.7% 71,238,406 $3.9B
LPL Financial LLC 0.59% Add +13.7% 32,173,645 $1.8B
JPMorgan Chase & Co. 0.07% Add +5.6% 19,656,038 $1.1B
BlackRock, Inc. 0.02% Add +0.0% 19,376,365 $1.1B
Morgan Stanley 0.04% Add +25.4% 12,496,054 $680.5M
Ameriprise Financial Inc. 0.12% Add +35.3% 9,021,544 $491.3M
Bank of America Corp. 0.04% Add +24.9% 8,278,847 $450.9M
Cwm, LLC 1.51% Reduce -2.0% 7,861,650 $428.1M
Park Avenue Securities LLC 3.52% Add +1.1% 7,022,649 $382.5M
Envestnet Portfolio Solutions, Inc. 1.34% Reduce -6.9% 6,669,338 $363.2M
MML Investors Services, LLC 1.04% Add +9.7% 6,604,596 $359.7M
Northwestern Mutual Wealth Management Co. 0.23% Add +21.6% 5,799,161 $315.8M
Sagespring Wealth Partners, LLC 6.27% Add +7.8% 5,344,939 $291.1M
Cetera Investment Advisers 0.47% Reduce -0.7% 5,086,623 $277.0M
Dynasty Wealth Management, LLC 4.44% Reduce -10.9% 4,788,949 $260.8M
Raymond James Financial Inc. 0.09% Add +10.5% 4,547,581 $247.7M
Janney Montgomery Scott LLC 0.57% Add +6.7% 4,026,678 $219.3M
OneDigital Investment Advisors LLC 2.15% Reduce -2.6% 3,559,166 $193.8M
NewEdge Advisors, LLC 0.95% Add +3.7% 3,385,577 $184.4M
Osaic Holdings, Inc. 0.31% Add +29.8% 3,223,318 $175.4M
Commonwealth Equity Services, LLC 0.23% Add +19.3% 3,196,272 $174.1M
Bank of New York Mellon Corp 0.03% Add +6.6% 2,942,777 $160.3M
Wells Fargo & Company 0.03% Add +94.3% 2,679,741 $145.9M
Sofi Wealth, LLC 8.50% Add +4.4% 2,554,442 $139.1M
Foundations Investment Advisors, LLC 2.15% Add +13.5% 2,493,174 $135.8M
Sanctuary Advisors, LLC 0.79% Add +9.3% 2,339,847 $127.4M
FORM Wealth Advisors, LLC 15.06% Add +47.2% 2,285,263 $124.5M
JB Capital LLC 5.89% Add +4.8% 2,231,728 $121.5M
Royal Bank of Canada 0.02% Add +9.7% 1,929,343 $105.1M
Stifel Financial Corp. 0.10% Add +6.0% 1,856,325 $101.1M
Merit Financial Group, LLC 1.08% Reduce -0.2% 1,778,292 $96.8M
United Capital Financial Advisors, LLC 0.77% Reduce -2.7% 1,745,131 $95.0M
Advocacy Wealth Management, LLC 5.50% Add +1.2% 1,644,822 $89.6M
Assetmark, Inc. 0.21% Add +651.0% 1,597,693 $87.0M
Parallel Advisors, LLC 1.72% Add +7.4% 1,578,498 $86.0M
Equitable Holdings, Inc. 0.64% Add +15.0% 1,427,240 $77.7M
Integrated Wealth Concepts LLC 0.74% Add +8.5% 1,347,703 $73.4M
Thrivent Financial for Lutherans 0.15% Reduce -1.3% 1,215,454 $66.2M
Cambridge Investment Research Advisors, Inc. 0.19% Add +11.2% 1,124,728 $61.3M
AE Wealth Management LLC 0.45% Reduce -7.1% 1,119,234 $61.0M
Two Sigma Investments, LP 0.11% Add +10866.0% 1,096,600 $59.7M
Austin Private Wealth, LLC 4.73% Add +3.9% 1,096,575 $59.7M
Ascent Group, LLC 2.20% Add +3.4% 1,038,131 $56.5M
Stratos Investment Management, LLC 2.51% Add +6.0% 1,006,058 $54.8M
Truist Financial Corp. 0.08% Add +8.0% 981,534 $53.5M
Atria Investments, Inc 0.56% Add +9.0% 877,030 $47.8M
Stratos Wealth Partners, LTD. 0.62% Add +1.1% 836,476 $45.6M
Sharkey, Howes & Javer 6.11% Reduce -1.7% 836,415 $45.6M
Icon Wealth Advisors, LLC 3.24% Add +9.9% 835,554 $45.5M
CreativeOne Wealth, LLC 1.15% Add +0.6% 805,218 $43.9M
MA Private Wealth 7.11% Reduce -10.5% 729,664 $39.7M
UBS Group AG 0.01% Reduce -53.6% 718,543 $39.1M
CFO4Life Group, LLC 6.12% Add +9.8% 718,287 $39.1M
Scarborough Advisors, LLC 7.60% Add +0.1% 703,157 $38.3M
McMorgan & Co. LLC 5.60% Reduce -1.4% 697,404 $38.0M
Intelligence Driven Advisers, LLC 5.51% Add +32.9% 671,231 $36.6M
KWB Wealth 4.41% Add +101.8% 743,842 $36.3M
Shepherd Financial Partners LLC 3.80% Add +12.8% 659,396 $35.9M
US Bancorp \de 0.05% Add +2.6% 657,701 $35.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.27% Add +6.0% 638,734 $34.8M
Jones Financial Companies LLLP 0.03% Add +47.1% 620,928 $33.7M
Horst & Graben Wealth Management LLC 5.49% Reduce -6.0% 609,461 $33.2M
Horizon Wealth Management, LLC 5.75% Reduce -1.5% 601,069 $32.7M
CFS Investment Advisory Services, LLC 2.65% Add +0.7% 595,696 $32.4M
SteelPeak Wealth, LLC 1.20% Add +2.3% 565,738 $30.8M
Avantax Advisory Services, Inc. 0.17% Reduce -1.7% 562,647 $30.6M
Stone House Investment Management, LLC 5.54% Add +2.6% 553,264 $30.1M
Private Advisor Group, LLC 0.16% Add +32.7% 545,298 $29.7M
West Wealth Group, LLC 7.35% Add +5.1% 527,911 $29.6M
Orion Porfolio Solutions, LLC 0.24% Add +29.8% 517,275 $28.2M
Spinnaker Trust 1.66% Add +104.1% 505,292 $27.5M
Madison Wealth Partners, Inc 5.81% Add +6.5% 488,773 $26.6M
Buttonwood Financial Group, LLC 13.48% Add +1.7% 486,323 $26.6M
Madrona Financial Services, LLC 6.30% Add +7.7% 482,562 $26.3M
High Falls Advisors, Inc 5.76% Reduce -2.0% 478,095 $26.0M
Stokes Family Office, LLC 2.69% Add +0.6% 470,668 $25.6M
Liberty Wealth Management LLC 3.92% Add +6.9% 459,635 $25.0M
Gries Financial LLC 4.55% Add +2.7% 458,437 $25.0M
Farther Finance Advisors, LLC 0.50% Reduce -34.2% 455,492 $24.8M
Mariner, LLC 0.04% Reduce -4.1% 446,715 $24.3M
Security Financial Services, INC. 4.26% Add +0.7% 442,818 $24.1M
Eq LLC 9.10% Add +17.4% 430,405 $23.4M
Insight Wealth Strategies, LLC 2.95% Add +0.9% 430,391 $23.4M
Capital Analysts, LLC 0.77% Add +172.0% 423,669 $23.1M
Atria Wealth Solutions, Inc. 0.52% Reduce -52.5% 421,250 $23.0M
One Wealth Advisors, LLC 3.18% Add +2.5% 419,652 $22.9M
GeoWealth Management, LLC 0.89% Add +1350.3% 417,352 $22.7M
High Probability Advisors, LLC 3.38% Add +5.6% 415,201 $22.6M
Capital Planning Advisors, LLC 3.30% Reduce -1.1% 413,732 $22.5M
Physician Wealth Advisors, Inc. 3.43% Add +3.6% 400,505 $21.8M
Legacy Financial Group LLC 3.03% Add +53.8% 398,067 $21.7M
Avid Wealth Partners LLC 12.40% Add +18.2% 397,875 $21.7M
Mason & Associates, LLC 5.38% New 393,147 $21.4M
Wealth Alliance, LLC 2.39% Add +3.7% 392,474 $21.4M
Tsfg, LLC 3.87% Add +24.5% 392,369 $21.4M
Strategic Blueprint, LLC 1.05% Add +4.2% 392,255 $21.4M
Summit X, LLC 3.94% Add +20.1% 388,485 $21.2M
Kestra Advisory Services, LLC 0.10% Add +20.3% 387,629 $21.1M
Kelly Financial Services LLC 6.02% Add +4.8% 375,317 $20.4M
Cypress Wealth Services, LLC 3.53% Add +4.3% 362,524 $19.7M

"% 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.

Show all 605 holders