EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 619 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.05 and the average weighting 1.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$125,451
-20.6%
1,294
-20.0%
0.01%
-23.5%
Q2 2023$157,964
+105.5%
1,618
+108.8%
0.02%
+70.0%
Q1 2023$76,880
-4.0%
775
-6.2%
0.01%
-16.7%
Q4 2022$80,055
-29.2%
826
-29.5%
0.01%
-53.8%
Q3 2022$113,000
-9.6%
1,172
-5.3%
0.03%
-18.8%
Q2 2022$125,000
+58.2%
1,237
+65.2%
0.03%
+60.0%
Q1 2022$79,0007490.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders