EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 129 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$391,605
-12.6%
5,193
-10.3%
0.04%
-14.3%
Q2 2023$448,262
+8.6%
5,7900.0%0.05%
-3.9%
Q1 2023$412,596
+1.8%
5,790
-5.3%
0.05%
-16.4%
Q4 2022$405,486
+17.2%
6,115
+9.0%
0.06%
-22.8%
Q3 2022$346,000
+29.6%
5,611
+39.5%
0.08%
+14.5%
Q2 2022$267,000
-33.1%
4,021
-20.4%
0.07%
-31.7%
Q1 2022$399,0005,0490.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 30,241,405$2,095,427,00024.44%
Bank of Italy 6,282,081$435,160,00019.83%
True Link Financial Advisors, LLC 161,284$11,175,0001.62%
FUKOKU MUTUAL LIFE INSURANCE Co 128,000$8,867,0000.85%
FIRETHORN WEALTH PARTNERS, LLC 11,924$826,0000.77%
BLUESTEM FINANCIAL ADVISORS, LLC 10,545$731,0000.52%
Kalos Management, Inc. 8,210$594,0000.18%
PRIVATE CAPITAL MANAGEMENT LLC 4,766$330,0000.18%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 48,888$3,387,0000.16%
KB FINANCIAL PARTNERS, LLC 5,129$355,0000.15%
View complete list of ISHARES TR shareholders