EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 290 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$904,979
+17.1%
18,826
+22.0%
0.10%
+12.9%
Q2 2023$773,132
+15.6%
15,435
+16.9%
0.08%
+2.4%
Q1 2023$668,704
+23.3%
13,200
+19.6%
0.08%
+1.2%
Q4 2022$542,151
-14.5%
11,040
-16.3%
0.08%
-43.4%
Q3 2022$634,000
-5.5%
13,188
+0.2%
0.14%
-16.2%
Q2 2022$671,000
-24.4%
13,159
-18.3%
0.17%
-23.1%
Q1 2022$887,000
+94.9%
16,113
+111.7%
0.22%
+77.2%
Q4 2021$455,0007,6120.13%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders