EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$45,102
-11.1%
167
-7.7%
0.01%
-16.7%
Q2 2023$50,726
-50.3%
181
-51.6%
0.01%
-53.8%
Q1 2023$102,125
-3.8%
3740.0%0.01%
-18.8%
Q4 2022$106,108
+130.7%
374
+106.6%
0.02%
+45.5%
Q3 2022$46,000
+820.0%
181
+852.6%
0.01%
+1000.0%
Q1 2022$5,000
-16.7%
19
-9.5%
0.00%
-50.0%
Q4 2021$6,000210.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders