EverSource Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 111 filers reported holding ISHARES TR in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 41,710$2,263,6022.44%
Financial Connections Group, Inc. 54,158$2,9392.32%
One Wealth Advisors, LLC 62,663$3,400,7210.78%
Walkner Condon Financial Advisors LLC 43,451$2,358,2680.70%
Klaas Financial Asset Advisors, LLC 43,955$2,385,4380.59%
Parkside Advisors LLC 28,757$1,560,6540.55%
VERITY Wealth Advisors 9,386$509,3780.50%
FLOW TRADERS U.S. LLC 139,717$7,5820.38%
Wade Financial Advisory, Inc 15,455$838,7430.38%
Goodwin Investment Advisory 8,913$483,7090.34%
View complete list of ISHARES TR shareholders