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 ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 321,837$16,757,0003.77%
Tolleson Wealth Management, Inc. 115,581$5,851,0003.44%
ERTS Wealth Advisors, LLC 53,814$2,724,0001.95%
TPG Financial Advisors, LLC 30,427$1,540,0001.67%
Barber Financial Group, Inc. 114,901$5,816,0001.25%
Wealthquest Corp 56,652$2,867,0001.18%
ASSETMARK, INC 2,174,554$110,076,0001.06%
THRIVENT FINANCIAL FOR LUTHERANS 4,866,099$286,419,0001.03%
VALENTINE VENTURES LLC 15,865$803,0001.00%
MACROVIEW INVESTMENT MANAGEMENT LLC 5,127$260,0000.83%
View complete list of ISHARES TR shareholders