EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$516,006
-3.3%
2,0970.0%0.02%
+4.5%
Q2 2023$533,645
+8.1%
2,0970.0%0.02%0.0%
Q1 2023$493,662
+6.7%
2,0970.0%0.02%0.0%
Q4 2022$462,772
+6.6%
2,0970.0%0.02%
-4.3%
Q3 2022$434,0002,0970.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SCS Capital Management LLC 4,244,814$623,648,00024.43%
SENTINEL TRUST CO LBA 536,827$78,871,00024.34%
STRATEGIC INVESTMENT MANAGEMENT, LLC 3,280,620$481,988,00021.58%
TLWM 208,785$31,760,00019.24%
Sigma Investment Management Co 154,223$22,658,00018.09%
Wechter Feldman Wealth Management, Inc. 113,961$16,743,00016.11%
Evensky & Katz LLC 637,006$93,589,00015.57%
PITCAIRN CO 844,745$124,110,00013.75%
Compass Financial Group, Inc. 76,562$11,248,00012.98%
DERBY & COMPANY, INC 121,175$17,803,00011.21%
View complete list of ISHARES TR shareholders