Skip to content

DYNF BLACKROCK ETF TRUST

Follow

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
Freedom Investment Management, Inc.9,394$481K0.04%-1913F-HRTimeline
DAVENPORT & Co LLC9,004$461K<0.01%+1,82413F-HRTimeline
PRIVATE CLIENT SERVICES, LLC9,000$461K0.25%new13F-HRTimeline
Richmond Investment Services, LLC8,950$459K0.26%13F-HRTimeline
Sunbelt Securities, Inc.8,533$439K0.04%+1,86813F-HRTimeline
Beverly Hills Private Wealth, LLC8,517$436K0.09%-1,40713F-HRTimeline
GatePass Capital, LLC8,446$433K0.47%13F-HRTimeline
Quartz Partners, LLC8,445$433K0.26%-1,55513F-HRTimeline
Summit Wealth Partners, LLC8,213$421K0.09%+2,50613F-HRTimeline
Accurate Wealth Management, LLC8,120$412K0.08%-99213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,971$408K0.01%new13F-HRTimelineGroup
Cape Investment Advisory, Inc.7,896$405K0.16%+12013F-HRTimeline
Empirical Asset Management, LLC7,827$401K0.13%+37713F-HRTimeline
Advyzon Investment Management, LLC7,624$391K0.15%13F-HRTimeline
Ridgeline Wealth, LLC7,461$382K0.31%13F-HRTimeline
Cornerstone Wealth Management, LLC7,329$376K0.03%-22213F-HRTimeline
Axim Planning & Wealth7,142$366K0.39%+1,91313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,998$359K<0.01%+39713F-HRTimeline
EVERPAR ADVISORS LLC6,895$353K0.18%-4113F-HRTimeline
ORG Partners LLC6,813$349K0.05%-1,06813F-HRTimeline
Bank of Marin6,804$349K0.28%013F-HRTimeline
Wellment Financial6,568$337K0.42%13F-HRTimeline
Western Financial Corp/CA6,347$325K0.18%-3,22713F-HRTimeline
Kovack Advisors, Inc.6,324$324K0.03%+61413F-HRTimeline
BCS Wealth Management6,279$322K0.08%new13F-HRTimeline
KELLY FINANCIAL GROUP LLC6,260$321K0.11%13F-HRTimeline
Talisman Wealth Advisors LLC6,036$309K0.33%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,019$308K<0.01%new13F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,803$297K0.07%-54413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,802$297K<0.01%+75313F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC5,740$294K0.02%new13F-HRTimeline
Continuum Advisory, LLC5,682$291K0.04%+4813F-HRTimeline
FLOW TRADERS U.S. LLC5,681$291K0.01%-2,40713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,607$287K<0.01%+71413F-HRTimeline
Midwest Heritage Bank, FSB5,569$285K0.13%-1,58513F-HRTimeline
NOVUS ADVISORS, LLC5,151$264K0.26%13F-HRTimeline
Thomasville National Bank5,116$262K0.02%013F-HRTimeline
Duncan Williams Asset Management, LLC5,080$260K0.1%new13F-HRTimeline
Fortis Advisors, LLC5,010$257K0.17%+58313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,000$256K<0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC4,844$248K0.09%-52913F-HRTimeline
TrueWealth Advisors, LLC4,836$248K0.08%-1513F-HRTimeline
Veracity Capital LLC4,765$244K0.09%new13F-HRTimeline
Zions Bancorporation, N.A.4,709$241K0.02%013F-HRTimeline
Objective Capital Management, LLC4,572$234K0.16%+50813F-HRTimeline
Gotham Asset Management, LLC4,560$234K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,517$231K0.02%new13F-HRTimeline
Maridea Wealth Management LLC4,485$230K0.07%13F-HRTimeline
Pallas Capital Advisors LLC4,481$230K0.01%-30413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC4,470$229K0.04%+10413F-HRTimeline
Prosperity Planning, Inc.4,451$228K0.07%-27813F-HRTimeline
Mosaic Advisors LLC4,406$226K0.27%new13F-HRTimeline
Ausdal Financial Partners, Inc.4,336$222K0.02%-26813F-HRTimeline
Allworth Financial LP4,168$221K<0.01%-1,40413F-HRTimeline
Cynosure Group, LLC4,303$221K0.03%new13F-HRTimeline
New Century Financial Group, LLC4,197$217K0.09%new13F-HRTimeline
AdvisorNet Financial, Inc4,229$217K0.02%-95,33013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,184$214K0.11%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC4,549$214K0.13%013F-HRTimeline
Mainstream Capital Management LLC4,116$211K0.15%new13F-HRTimeline
Tull Financial Group, Inc.4,035$207K0.12%new13F-HRTimeline
Rehmann Capital Advisory Group3,996$205K0.01%-14313F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,993$205K<0.01%new13F-HRTimelineGroup
Kingdom Financial Group LLC.3,953$203K0.14%-16713F-HRTimeline
B.O.S.S. Retirement Advisors, LLC3,951$202K0.06%new13F-HRTimeline
Marks Group Wealth Management, Inc3,927$201K0.02%new13F-HRTimeline
REAP Financial Group, LLC3,312$170K0.04%-19313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,437$125K0.03%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC2,131$109K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.1,994$102K0.1%13F-HRTimeline
Avior Wealth Management, LLC1,878$96.2K<0.01%+35213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,875$96.1K0.01%+42013F-HRTimeline
WINTRUST INVESTMENTS LLC1,595$81K0.07%+6613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,471$75.4K<0.01%new13F-HRTimeline
Tidemark, LLC1,455$74.6K0.03%-8213F-HRTimeline
Geneos Wealth Management Inc.1,228$62.9K<0.01%+86513F-HRTimeline
PSI Advisors, LLC1,151$59K0.02%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,105$56.6K0.01%+48113F-HRTimelineGroup
Cornerstone Planning Group LLC1,021$53.5K0.01%-16213F-HRTimeline
Sandy Spring Bank1,040$53.3K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC1,027$52.6K0.01%-5513F-HRTimeline
Roxbury Financial LLC862$45.5K0.04%13F-HRTimeline
GPS Wealth Strategies Group, LLC834$42.7K0.01%new13F-HRTimeline
Beacon Capital Management, LLC824$42.2K0.01%-14113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC620$31.8K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC577$29.6K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC554$28.4K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…519$26.6K0.01%new13F-HRTimeline
Smithfield Trust Co477$24K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC421$21.6K0.01%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC386$19.8K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…365$18.7K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC352$18K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC305$16K<0.01%013F-HRTimelineGroup
Park Place Capital Corp304$15.6K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC292$15K<0.01%013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.292$15K0.01%new13F-HRTimeline
Lindbrook Capital, LLC288$14.8K<0.01%-66313F-HRTimeline
Rosenberg Matthew Hamilton222$11.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC220$11.3K0.01%13F-HRTimeline
Decker Retirement Planning Inc.215$11K0.01%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.201$10.3K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …172$8.81K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group171$8.76K<0.01%new13F-HRTimeline
CENTRAL TRUST Co162$8.3K<0.01%013F-HRTimeline
Caldwell Trust Co133$6.82K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC127$6.51K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC98$5.02K<0.01%013F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.94$4.94K<0.01%013F-HRTimeline
AFFINITY WEALTH LLC91$4.66K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.82$4.2K<0.01%013F-HRTimeline
Archer Investment Corp72$3.69K<0.01%new13F-HRTimeline
Arax Advisory Partners67$3.43K<0.01%-6613F-HRTimeline
Indiana Trust & Investment Management Co64$3.28K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.59$3K<0.01%013F-HRTimeline
Truvestments Capital LLC50$2.56K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors41$2.1K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/30$1.54K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…29$1.49K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC21$1.08K<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC29$1K<0.01%013F-HRTimeline
Abound Wealth Management19$977<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC17$871<0.01%+413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC6$308<0.01%-213F-HRTimelineGroup
Smartleaf Asset Management LLC6$308<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1$990.01%-21413F-HRTimeline
Global Wealth Strategies & Associates0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Legacy Financial Group LLC257,731$13.2B-2,68013F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.