EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,785
-23.9%
78
-11.4%
0.00%
-100.0%
Q2 2023$4,971
-70.9%
88
-72.2%
0.00%
-50.0%
Q1 2023$17,057
-13.7%
316
-16.0%
0.00%
-33.3%
Q4 2022$19,767
+41.2%
376
+30.6%
0.00%0.0%
Q3 2022$14,000
-30.0%
288
-23.8%
0.00%
-40.0%
Q2 2022$20,000
-9.1%
378
+1.9%
0.01%
-16.7%
Q1 2022$22,000
-12.0%
3710.0%0.01%
-14.3%
Q4 2021$25,0003710.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders