EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,972
+1.3%
3,004
-11.8%
0.03%
-3.1%
Q2 2023$289,094
-6.4%
3,404
-5.4%
0.03%
-15.8%
Q1 2023$308,916
-21.7%
3,600
-15.3%
0.04%
-36.7%
Q4 2022$394,6554,2500.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders