EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 filers reported holding ISHARES TR in Q4 2021. 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$5,317
-96.0%
54
-95.5%
0.00%
-93.3%
Q2 2023$132,149
-25.0%
1,193
-22.5%
0.02%
-31.8%
Q1 2023$176,285
-0.8%
1,539
-6.3%
0.02%
-18.5%
Q4 2022$177,740
+114.1%
1,643
+114.5%
0.03%
+42.1%
Q3 2022$83,000
-41.5%
766
-34.9%
0.02%
-48.6%
Q2 2022$142,000
+111.9%
1,177
+132.1%
0.04%
+117.6%
Q1 2022$67,000
+235.0%
507
+284.1%
0.02%
+183.3%
Q4 2021$20,0001320.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders