EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders