EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$66,402
-75.3%
3,013
-74.3%
0.01%
-76.7%
Q2 2023$268,530
-38.1%
11,726
-36.8%
0.03%
-44.4%
Q1 2023$433,890
+18.2%
18,558
+14.8%
0.05%
-3.6%
Q4 2022$367,133
-47.3%
16,159
-47.2%
0.06%
-65.0%
Q3 2022$697,000
+36.1%
30,590
+42.7%
0.16%
+21.2%
Q2 2022$512,000
-9.4%
21,432
-5.5%
0.13%
-7.7%
Q1 2022$565,000
+44.9%
22,687
+54.9%
0.14%
+31.2%
Q4 2021$390,00014,6450.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders