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Disclosery

DYNF BLACKROCK ETF TRUST

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ISHARES US EQUIT (fund)

528 managers (533 13F filers) reported a position in DYNF shares at 2024-12-31, 283,203,935 shares in all. 63 filers opened a position and 22 filers sold out during the quarter.

Managers
528
13F filers
533
New
63
Added
231
Reduced
160
Sold out
22
Shares held by filers
283,203,935

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TWIN PEAKS WEALTH ADVISORS, LLC91,549$4.69M1.99%+9,29813F-HRTimeline
Cyndeo Wealth Partners, LLC91,511$4.69M0.32%+61013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC90,546$4.64M0.17%+64,47613F-HRTimeline
Advus Financial Partners, LLC89,415$4.58M1.96%+40,60313F-HR/ATimeline
Patton Albertson Miller Group, LLC87,461$4.48M0.6%new13F-HRTimeline
My Legacy Advisors, LLC86,151$4.47M1.73%-1,48713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…86,900$4.45M0.01%new13F-HR/ATimeline
Robertson Stephens Wealth Management, L…86,356$4.43M0.16%+2,43913F-HRTimeline
Hoxton Planning & Management, LLC85,762$4.4M1.68%-5,90113F-HRTimeline
Barnes Wealth Management Group, Inc84,646$4.34M2.91%13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC84,106$4.31M0.35%-22,01513F-HR/ATimeline
VERUS CAPITAL PARTNERS, LLC83,343$4.27M0.41%-12,29613F-HR/ATimeline
THEORY FINANCIAL LLC83,213$4.26M1.78%+87913F-HRTimeline
Copperleaf Capital, LLC82,952$4.25M2.69%+3,68513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,904$4.25M0.01%-5,67313F-HRTimelineGroup
Weil Company, Inc.82,304$4.22M1.46%+21,78913F-HRTimeline
Independent Advisor Alliance81,606$4.18M0.06%new13F-HRTimeline
Eldridge Investment Advisors, Inc.80,243$4.11M0.96%new13F-HRTimeline
Ridgeline Wealth Planning, LLC80,007$4.1M3.92%13F-HRTimeline
Financial Enhancement Group LLC79,115$4.02M0.61%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.77,838$3.99M0.11%-22313F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.77,191$3.96M3.76%13F-HRTimeline
ArborFi Advisors, LLC76,914$3.94M3.96%13F-HRTimeline
BridgePort Financial Solutions, LLC76,789$3.93M1.78%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding76,110$3.9MnewTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC75,767$3.88M0.09%+13,34213F-HRTimelineGroup
Modern Wealth Management, LLC75,679$3.88M0.14%+51,40413F-HR/ATimeline
KM Capital Management Ltd.75,412$3.86M2%+3413F-HRTimeline
5T Wealth, LLC75,237$3.86M2.11%13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC75,206$3.85M1.48%+15,80813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,029$3.84M0.01%+18,19413F-HRTimelineGroup
Prospera Financial Services Inc73,895$3.79M0.09%+61813F-HRTimeline
Gateway Wealth Partners, LLC72,814$3.73M0.97%+1,70913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …73,186$3.71M0.2%-9,65913F-HRTimelineGroup
Avidian Wealth Enterprises, LLC72,360$3.71M0.17%-1,16413F-HRTimeline
Davis Wealth Advisors, LLC71,956$3.69M4.05%13F-HRTimeline
Millington Financial Advisors, LLC70,591$3.69M2.14%+2,01613F-HRTimeline
BlackDiamond Wealth Management, LLC70,049$3.59M2.07%-12913F-HRTimeline
Mosley Wealth Management66,906$3.53M2.19%+2,15013F-HRTimeline
Kingsview Wealth Management, LLC67,085$3.44M0.07%+35,39113F-HRTimeline
Good Life Advisors, LLC66,392$3.4M0.25%new13F-HRTimeline
First Heartland Consultants, Inc.65,436$3.35M0.34%+29,96113F-HRTimeline
Global Retirement Partners, LLC63,688$3.26M0.09%+9,63813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,331$3.25M0.1%+1,14913F-HRTimelineGroup
BUSH INVESTMENT GROUP, LLC63,290$3.24M2.53%+3,14413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC61,584$3.16M0.1%+49,94413F-HRTimeline
Retirement Wealth Solutions LLC61,358$3.11M2.63%13F-HRTimeline
Capital A Wealth Management, LLC59,071$3.03M5.02%13F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…58,910$3.02M0.29%+2,51413F-HR/ATimelineGroup
Concorde Asset Management, LLC58,621$3M1.57%-1,43913F-HRTimeline
FULLCIRCLE WEALTH LLC55,092$2.95M1.21%+4,99513F-HRTimeline
Keystone Wealth Services, LLC57,297$2.94M0.78%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC56,530$2.9M0.15%-12213F-HRTimeline
WEALTHGARDEN F.S. LLC56,447$2.89M2.7%+1,07413F-HRTimeline
IFG Advisory, LLC56,044$2.87M0.16%+3,01713F-HRTimeline
Bison Wealth, LLC55,338$2.84M0.35%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV54,874$2.81M0.23%+15,03713F-HRTimeline
Able Wealth Management LLC53,480$2.74M1.8%+37,38513F-HRTimeline
RCS Financial Planning, LLC53,197$2.73M1.45%-18413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC53,004$2.72M0.04%-43013F-HRTimelineGroup
SOFI WEALTH, LLC52,638$2.7M0.18%new13F-HRTimeline
Commonwealth Retirement Investments LLC50,533$2.59M1.07%+1,01813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC50,262$2.58M0.19%-28,73013F-HRTimeline
Financial Advocates Investment Manageme…49,704$2.55M0.15%-1,51913F-HRTimeline
BLALOCK WILLIAMS, LLC49,045$2.51M2.93%13F-HRTimeline
WealthPLAN Partners, LLC48,497$2.49M0.35%-2,88913F-HRTimeline
NWAM LLC47,948$2.46M0.15%+8,67913F-HRTimeline
Venturi Wealth Management, LLC47,947$2.46M0.12%-5,12413F-HRTimeline
REGIMEN WEALTH, LLC47,543$2.43M0.79%-3,74113F-HRTimeline
Interchange Capital Partners, LLC46,671$2.39M0.87%-1,85413F-HRTimeline
Clear Creek Financial Management, LLC44,764$2.29M0.25%+2,91313F-HRTimeline
World Investment Advisors44,373$2.27M0.06%+2,64813F-HRTimeline
JFS WEALTH ADVISORS, LLC44,154$2.26M0.15%+87613F-HRTimeline
Clearview Wealth Advisors LLC44,127$2.26M1.72%+40113F-HRTimeline
BCU Wealth Advisors, LLC43,214$2.21M1.27%-43413F-HRTimeline
LifePlan Investment Advisors, Inc.42,950$2.2M1.36%+1,12013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC40,776$2.09M<0.01%+7,70613F-HRTimelineGroup
Betterment LLC40,753$2.09M<0.01%+84013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,982$2.05M<0.01%+23,16613F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC39,863$2.04M1.18%-70613F-HRTimeline
W ADVISORS, LLC39,621$2.03M1.26%+2,62613F-HRTimeline
OMNI 360 Wealth, Inc.39,416$2.02M1.34%+4,67213F-HR/ATimeline
Valmark Advisers, Inc.39,413$2.02M0.03%+14,80413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC39,003$2M<0.01%-6,10513F-HRTimelineGroup
Anchor Pointe Wealth Management, LLC38,446$1.98M2.57%13F-HRTimeline
Sigma Planning Corp38,560$1.98M0.06%-4,57513F-HRTimeline
Sovereign Financial Group, Inc.38,320$1.96M0.45%-2,96013F-HRTimeline
United Advisor Group, LLC38,196$1.96M0.39%+18,70113F-HRTimeline
Elios Financial Group Inc.36,557$1.87M0.89%-62613F-HRTimeline
Signal Advisors Wealth, LLC36,418$1.87M0.21%-28,60213F-HRTimeline
Aspire Private Capital, LLC35,561$1.82M0.45%+2,10013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC35,545$1.82M1.08%-27,28013F-HRTimeline
Merkkuri Wealth Advisors LLC34,691$1.78M1.41%+3,68413F-HRTimeline
Emergent Wealth Advisors, LLC34,626$1.77M1.29%+28213F-HRTimeline
CENTAURUS FINANCIAL, INC.33,896$1.74M0.11%+2,05213F-HRTimeline
Hutchens & Kramer Investment Management…33,532$1.72M0.93%+81413F-HRTimeline
Raleigh Capital Management Inc.33,467$1.72M0.66%-90313F-HRTimeline
Lionsbridge Wealth Management LLC33,230$1.7M1.43%-2,12113F-HRTimeline
BigSur Wealth Management LLC32,573$1.67M0.48%013F-HRTimeline
Quotient Wealth Partners, LLC32,016$1.64M0.05%+2,13913F-HRTimeline
Investor's Fiduciary Advisor Network, L…31,084$1.59M0.61%13F-HRTimeline
Vantage Point Financial LLC30,528$1.56M0.84%13F-HRTimeline
Cooper Financial Group30,194$1.55M0.19%+8,93413F-HRTimeline
COMERICA BANK30,157$1.55M0.01%+7,82413F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,856$1.53M<0.01%-3,44413F-HRTimelineGroup
Aptus Capital Advisors, LLC29,435$1.51M0.02%+16,50113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth28,705$1.47M0.02%+23,61113F-HRTimelineGroup
DOHJ, LLC28,568$1.46M0.34%+43013F-HRTimeline
MATHER GROUP, LLC.27,865$1.43M0.02%+1,41813F-HRTimeline
Wilmington Savings Fund Society, FSB27,637$1.42M0.03%new13F-HRTimeline
RDA Financial Network27,369$1.4M0.41%+8,95413F-HRTimeline
Pinion Investment Advisors, LLC27,243$1.4M0.56%+6,21513F-HRTimeline
Argent Trust Co27,237$1.4M0.06%+8,56413F-HRTimeline
Gladstone Institutional Advisory LLC26,657$1.37M0.06%+4,45513F-HRTimeline
First Citizens Financial Corp26,184$1.34M0.73%+2,90513F-HRTimeline
Atlatl Advisers LLC26,164$1.34M0.79%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC25,300$1.3M0.72%+27813F-HRTimeline
Maiden Cove Capital, LLC25,198$1.29M1.21%+11,83913F-HRTimeline
WealthTrak Capital Management LLC25,113$1.29M1.09%13F-HRTimeline
Beacon Financial Advisory LLC25,060$1.28M0.42%+3,25913F-HRTimeline
Retirement Planning Group, LLC24,860$1.27M0.06%013F-HRTimeline
Arkadios Wealth Advisors24,782$1.27M0.07%+2,44613F-HRTimeline
RHS Financial, LLC24,546$1.26M0.65%+2,43213F-HRTimeline
Fairvoy Private Wealth, LLC24,377$1.25M0.33%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,321$1.25M<0.01%+2,74113F-HR/ATimeline
Wells Financial Advisors INC23,935$1.23M1.67%+7,13113F-HRTimeline
Semmax Financial Advisors Inc.22,773$1.22M0.33%+3,02313F-HRTimeline
PRIVATE TRUST CO NA22,859$1.17M0.12%-56613F-HRTimeline
Semus Wealth Partners LLC22,452$1.15M0.76%+5,86313F-HRTimeline
Accelerate Investment Advisors LLC22,361$1.15M1.01%+3,61113F-HRTimeline
Dentgroup LLC22,271$1.14M0.87%+59513F-HRTimeline
Catalina Capital Group, LLC21,915$1.12M0.37%-37313F-HRTimeline
Golden State Wealth Management, LLC21,560$1.1M0.17%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…21,339$1.09M0.06%-30413F-HRTimelineGroup
FWG Investments, LLC.21,246$1.09M0.85%+4,15213F-HRTimeline
Elevated Capital Advisors, LLC21,164$1.08M0.3%-3,05313F-HRTimeline
Resurgent Financial Advisors LLC21,044$1.08M0.64%+2,93913F-HRTimeline
Avantra Family Wealth, Inc.20,791$1.07M1%13F-HRTimeline
Arete Wealth Advisors, LLC20,611$1.06M0.08%+4,92513F-HRTimeline
VestGen Investment Management20,573$1.05M0.29%-5,81113F-HRTimeline
LGT Financial Advisors LLC20,543$1.05M2.33%+3,91313F-HRTimeline
Latitude Advisors, LLC20,480$1.05M0.59%+8,43813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC20,048$1.03M0.02%-1,11613F-HRTimeline
Tempus Wealth Planning, LLC19,992$1.02M0.31%+4,21913F-HRTimeline
MKT Advisors LLC19,623$1.02M0.45%-88613F-HRTimeline
CFO4Life Group, LLC19,493$999K0.18%+8,70613F-HRTimeline
IHT Wealth Management, LLC19,173$983K0.03%-17,74913F-HRTimeline
Sound Income Strategies, LLC19,003$974K0.06%+89013F-HRTimeline
Lifeworks Advisors, LLC18,996$974K0.18%-45913F-HRTimeline
Transce3nd, LLC18,868$967K0.33%13F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,773$962K0.56%new13F-HRTimeline
WORLD EQUITY GROUP, INC.18,653$956K0.21%+7,65913F-HRTimeline
Belpointe Asset Management LLC19,111$930K0.06%+9,36313F-HRTimeline
PUREfi Wealth, LLC18,143$930K0.91%13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC18,082$927K0.02%-1,99813F-HRTimeline
AMERIFLEX GROUP, INC.17,602$924K0.42%13F-HRTimeline
Lloyd Advisory Services, LLC.17,700$907K0.43%-1,20613F-HRTimeline
Lantern Wealth Advisors, LLC16,908$867K0.56%-16313F-HRTimeline
GeoWealth Management, LLC16,877$865K0.03%-75113F-HRTimeline
MSH Capital Advisors LLC16,711$856K0.27%+1,53213F-HRTimeline
Per Stirling Capital Management, LLC.16,329$837K0.12%new13F-HRTimeline
Sowell Financial Services LLC16,266$834K0.04%-46,15213F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC16,154$828K0.7%-2,72013F-HRTimeline
Integrated Advisors Network LLC16,020$821K0.04%+6,53613F-HRTimeline
Magnus Financial Group LLC15,294$784K0.08%+1,99213F-HRTimeline
Goldstein Advisors, LLC15,221$780K0.11%+5,20913F-HRTimeline
D.A. DAVIDSON & CO.15,202$779K0.01%+1,31313F-HRTimeline
Peninsula Wealth, LLC15,155$777K0.13%-68013F-HRTimeline
Etesian Wealth Advisors, Inc.14,970$767K0.34%+6,73413F-HRTimeline
WEDBUSH SECURITIES INC14,859$762K0.03%+9,10113F-HRTimeline
Dynamic Advisor Solutions LLC14,630$750K0.03%+3,59113F-HRTimeline
TRUE Private Wealth Advisors14,466$741K0.09%-26,52813F-HRTimeline
LexAurum Advisors, LLC14,418$739K0.15%+4013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,373$737K0.06%+1,38013F-HRTimeline
Foundry Financial Group, Inc.14,346$735K0.46%-63613F-HRTimeline
Two West Capital Advisors LLC13,662$700K0.6%+2,25213F-HRTimeline
JT Stratford LLC13,474$691K0.11%-1,63213F-HRTimeline
Fulcrum Equity Management13,255$679K0.67%-30213F-HRTimeline
Arcadia Wealth Management, LLC13,225$678K0.34%+3913F-HRTimeline
Western Wealth Management, LLC13,199$676K0.04%-5,46013F-HR/ATimeline
WR Wealth Planners, LLC12,717$652K0.21%-16,95913F-HRTimeline
Herold Advisors, Inc.12,633$647K0.14%-50013F-HRTimeline
Blue Oak Capital, LLC12,229$627K0.38%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,077$619K0.03%new13F-HR/ATimelineGroup
FLP Wealth Management, LLC12,072$619K1.58%13F-HRTimeline
Legacy Edge Advisors, LLC11,849$610K0.1%-19913F-HRTimeline
Alpha Financial Partners LLC11,770$603K0.48%-127,85913F-HRTimeline
Visionary Horizons, LLC11,569$593K0.39%+2,14213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,480$588K0.12%+2,08513F-HRTimelineGroup
Aveo Capital Partners, LLC10,942$561K0.06%+1,18513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,932$560K<0.01%+6,70713F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC10,899$559K0.19%+3,45313F-HRTimeline
Pinnacle Family Advisors, LLC10,876$557K0.27%-11213F-HRTimeline
Vermillion & White Wealth Management Gr…10,649$546K0.4%+7,30913F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP10,578$542K0.14%-71813F-HRTimeline
Syntegra Private Wealth Group, LLC10,418$534K0.06%-60213F-HRTimeline
Lion Street Advisors, LLC10,165$521K0.17%+2,70513F-HRTimeline
Embree Financial Group9,865$506K0.09%new13F-HRTimeline
Compound Planning, Inc.9,834$504K0.03%+5,47413F-HRTimeline
New Republic Capital, LLC9,765$500K0.33%+87013F-HRTimeline