EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 45 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,414
-17.1%
1,272
-13.3%
0.01%
-14.3%
Q2 2023$65,663
-1.7%
1,4670.0%0.01%
-12.5%
Q1 2023$66,793
+6.8%
1,4670.0%0.01%
-11.1%
Q4 2022$62,538
-22.8%
1,467
-26.3%
0.01%
-52.6%
Q3 2022$81,000
+145.5%
1,991
+188.6%
0.02%
+111.1%
Q2 2022$33,000
-77.1%
690
-74.2%
0.01%
-75.7%
Q1 2022$144,000
+140.0%
2,674
+157.1%
0.04%
+117.6%
Q4 2021$60,0001,0400.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 43,837$1,875,2720.42%
Values Added Financial LLC 9,950$425,6440.39%
ONE Advisory Partners, LLC 9,125$390,3520.23%
Keebeck Wealth Management, LLC 28,813$1,232,5710.22%
Glass Jacobson Investment Advisors llc 8,985$384,3560.18%
W ADVISORS, LLC 4,788$204,8230.17%
TCWP LLC 5,124$219,1870.17%
My Legacy Advisors, LLC 6,353$266,3810.11%
High Falls Advisors, Inc 8,197$350,6540.10%
WEALTHSOURCE PARTNERS, LLC 33,305$1,424,7310.10%
View complete list of ISHARES TR shareholders