EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 18 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,039
-17.0%
2,743
-13.9%
0.01%
-7.1%
Q2 2023$346,969
-8.9%
3,187
-13.9%
0.01%
-12.5%
Q1 2022$381,000
-10.4%
3,7000.0%0.02%
-5.9%
Q4 2021$425,000
+25.0%
3,700
+10.1%
0.02%
+13.3%
Q3 2021$340,0003,3600.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Giralda Advisors, LLC 391,800$41,123,00016.02%
CINQUE PARTNERS LLC 89,414$9,385,00014.38%
Pinnacle Advisory Group, Inc. 862,341$90,511,0008.10%
US FINANCIAL ADVISORS, LLC 58,710$6,162,0005.60%
Manifold Partners, LLC 35,761$3,753,0003.71%
Arrow Investment Advisors, LLC 168,240$17,658,0003.24%
Simplicity Solutions, LLC 24,884$2,612,0003.09%
Concorde Asset Management, LLC 23,668$2,484,0002.83%
Stillwater Capital Advisors, LLC 78,387$8,228,0002.50%
Commonwealth Financial Services, LLC 26,315$2,762,0002.43%
View complete list of ISHARES TR shareholders