EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 372 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$156,993
-3.8%
4,671
+1.9%
0.02%
-5.6%
Q2 2023$163,2614,5860.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Strategies Group, Inc. 996,942$33,816,27010.67%
Cook Wealth, LLC 333,856$10,853,6558.33%
ENZI WEALTH 451,768$15,238,1358.08%
Unison Advisors LLC 1,945,674$65,394,1207.69%
Interchange Capital Partners, LLC 284,938$9,567,9837.60%
Retirement Planning Group, LLC 1,980,041$66,549,1947.07%
Dechtman Wealth Management, LLC 671,396$22,5666.68%
TOBIAS FINANCIAL ADVISORS, INC. 728,865$24,497,1526.43%
Integrity Financial Corp /WA 230,798$7,757,1175.86%
Allen Capital Group, LLC 968,656$32,081,8805.68%
View complete list of ISHARES TR shareholders