EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 115 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$334
-3.2%
60.0%0.00%
Q2 2023$345
-88.9%
6
-89.1%
0.00%
Q1 2023$3,111
+5.4%
550.0%0.00%
Q4 2022$2,952
-1.6%
550.0%0.00%
-100.0%
Q3 2022$3,000
-86.4%
55
-87.0%
0.00%
-83.3%
Q2 2022$22,0000.0%424
+14.9%
0.01%0.0%
Q1 2022$22,000
-8.3%
3690.0%0.01%
-14.3%
Q4 2021$24,0003690.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders