EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,248
-70.2%
193
-68.7%
0.00%
-75.0%
Q2 2023$37,711
+3019.2%
617
+2985.0%
0.00%
Q1 2023$1,209
-83.5%
20
-84.7%
0.00%
-100.0%
Q4 2022$7,333
+22.2%
1310.0%0.00%0.0%
Q3 2022$6,000
-14.3%
1310.0%0.00%
-50.0%
Q2 2022$7,000
-12.5%
131
+3.1%
0.00%0.0%
Q1 2022$8,000
-11.1%
1270.0%0.00%
-33.3%
Q4 2021$9,0001270.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$541,581,87533.09%
Ferguson Shapiro LLC 574,428$35,109,02522.98%
TFC Financial Management, Inc. 925,128$56,543,80413.90%
AAF Wealth Management, LLC 362,311$22,144,44113.74%
Standpoint Asset Management, LLC 471,200$28,799,7449.45%
AMARILLO NATIONAL BANK 747,831$45,707,4318.87%
Capital Asset Advisory Services LLC 1,762,681$110,008,9117.68%
DDFG, Inc 325,601$19,900,7037.32%
MCF Advisors LLC 1,246,739$76,200,6676.88%
BRIGGS ADVISORY GROUP, INC. 182,055$11,127,2086.21%
View complete list of ISHARES TR shareholders