EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 109 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EverSource Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,589
-3.2%
746
+3.3%
0.01%0.0%
Q2 2023$43,977
+2.2%
7220.0%0.01%0.0%
Q1 2023$43,024
+1.2%
722
-7.8%
0.01%
-16.7%
Q4 2022$42,493
-67.8%
783
-72.3%
0.01%
-80.0%
Q3 2022$132,000
-9.6%
2,831
+1.7%
0.03%
-21.1%
Q2 2022$146,000
-16.6%
2,785
-3.3%
0.04%
-13.6%
Q1 2022$175,000
-7.9%
2,881
+4.3%
0.04%
-17.0%
Q4 2021$190,0002,7610.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders