EverSource Wealth Advisors, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 313 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.4%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$962
+12.1%
330.0%0.00%
Q2 2023$858
-16.5%
33
-13.2%
0.00%
Q1 2023$1,027
-98.3%
38
-98.2%
0.00%
-100.0%
Q4 2022$59,791
-29.7%
2,121
-10.5%
0.01%
-52.6%
Q3 2022$85,000
-28.0%
2,371
-17.9%
0.02%
-36.7%
Q2 2022$118,000
-35.2%
2,889
-36.7%
0.03%
-34.8%
Q1 2022$182,000
+156.3%
4,562
+100.4%
0.05%
+130.0%
Q4 2021$71,0002,2760.02%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders