EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$426,874
+13.4%
5,890
+17.3%
0.02%
+18.8%
Q2 2023$376,500
+4.9%
5,0200.0%0.02%0.0%
Q1 2023$358,981
+13.3%
5,020
+8.2%
0.02%
+6.7%
Q4 2022$316,912
+8.5%
4,6400.0%0.02%0.0%
Q3 2022$292,000
-1.4%
4,6400.0%0.02%0.0%
Q2 2022$296,000
-17.5%
4,6400.0%0.02%0.0%
Q1 2022$359,000
-9.3%
4,6400.0%0.02%
-6.2%
Q4 2021$396,000
-57.3%
4,640
-60.3%
0.02%
-61.9%
Q3 2021$927,000
+54.0%
11,700
+57.3%
0.04%
+44.8%
Q2 2021$602,000
+3.3%
7,4400.0%0.03%
-3.3%
Q1 2021$583,000
-6.6%
7,440
-13.9%
0.03%
-16.7%
Q4 2020$624,0008,6400.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders