EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$831,053
-6.7%
39,256
+1.2%
0.09%
-10.2%
Q2 2023$890,941
-12.8%
38,787
-12.9%
0.10%
-22.8%
Q1 2023$1,021,924
+12.4%
44,550
+11.3%
0.13%
-8.0%
Q4 2022$908,938
+221.2%
40,024
+200.7%
0.14%
+112.3%
Q3 2022$283,000
+349.2%
13,312
+411.4%
0.06%
+306.2%
Q2 2022$63,000
-12.5%
2,603
+3.7%
0.02%
-11.1%
Q1 2022$72,000
+414.3%
2,510
+464.0%
0.02%
+350.0%
Q4 2021$14,0004450.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders