EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 727 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,414
+13.2%
130.0%0.00%
Q1 2024$1,249
-68.9%
13
-66.7%
0.00%
Q4 2023$4,020
+246.6%
39
+200.0%
0.00%
Q3 2023$1,160
-6.1%
130.0%0.00%
Q2 2023$1,236
+1.6%
130.0%0.00%
Q1 2023$1,217130.00%
Q3 2022$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2022$206,0002,3120.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders