EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,082
+10.7%
3180.0%0.00%0.0%
Q2 2023$13,623
-10.8%
318
-8.9%
0.00%0.0%
Q1 2023$15,270
-66.7%
349
-64.6%
0.00%
-71.4%
Q4 2022$45,885
-10.0%
987
-22.9%
0.01%
-41.7%
Q3 2022$51,000
-69.8%
1,280
-71.0%
0.01%
-72.7%
Q2 2022$169,000
-36.5%
4,413
-32.1%
0.04%
-34.3%
Q1 2022$266,000
+51.1%
6,501
+10.7%
0.07%
+36.7%
Q4 2021$176,0005,8720.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders