EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 319 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$16,892
-55.1%
502
-52.6%
0.00%
-50.0%
Q2 2023$37,580
+4.5%
1,0580.0%0.00%0.0%
Q1 2023$35,961
-10.1%
1,058
-13.1%
0.00%
-33.3%
Q4 2022$40,015
-74.8%
1,217
-76.6%
0.01%
-83.3%
Q3 2022$159,000
-6.5%
5,192
-3.7%
0.04%
-18.2%
Q2 2022$170,000
-21.7%
5,394
-5.5%
0.04%
-20.0%
Q1 2022$217,000
-15.9%
5,709
-10.5%
0.06%
-23.6%
Q4 2021$258,0006,3810.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 174,008$5,336,0004.50%
HILL ISLAND FINANCIAL LLC 208,552$6,396,0002.97%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,755,782$53,850,0002.09%
IMPACTfolio, LLC 67,736$2,077,0002.03%
WRAPMANAGER INC 178,707$5,481,0001.85%
BLUESTEM FINANCIAL ADVISORS, LLC 83,150$2,550,0001.80%
HARVEST GROUP WEALTH MANAGEMENT, LLC 83,598$2,673,0001.78%
Summit Wealth Group, LLC 34,579$1,061,0001.25%
Stephens Consulting, LLC 42,084$1,290,7301.16%
Accredited Investors Inc. 324,172$9,942,0001.15%
View complete list of ISHARES TR shareholders