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Ishares Tr shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr (EUSB) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $416k 9.4k 44.30
2024-06-30 $405k 9.4k 43.31

More positions owned by EverSource Wealth Advisors

Vanguard Growth Etf Etf (VUG)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Ishares Tr

BlackRock
BlackRock
Envestnet Asset Management
Envestnet Portfolio Solutions
SigFig Wealth Management
IMPACTfolio
LPL Financial
Seeds Investor
Jpmorgan Chase & Co
Retirement Capital Strategies
Balanced Rock Investment Advisors
Us Bancorp
Hanson McClain Advisors
Jones Financial Companies, L.L
Advisor Group Holdings

View all funds holding Ishares Tr