EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 579 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,189
-12.1%
1,220
-8.2%
0.01%
-11.1%
Q2 2023$83,223
+1217.0%
1,329
+1202.9%
0.01%
+800.0%
Q1 2023$6,319
-12.7%
102
-18.4%
0.00%0.0%
Q4 2022$7,235
+20.6%
1250.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1250.0%0.00%
-50.0%
Q2 2022$7,000
-12.5%
1250.0%0.00%0.0%
Q1 2022$8,000
-11.1%
1250.0%0.00%
-33.3%
Q4 2021$9,0001250.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders