EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,096 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.75 and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$554,112
-2.5%
18,3780.0%0.02%0.0%
Q2 2023$568,447
-0.9%
18,3780.0%0.02%
-7.7%
Q1 2023$573,777
-84.4%
18,378
-84.7%
0.03%
-85.0%
Q4 2022$3,678,178
+473.8%
120,477
+495.5%
0.17%
+424.2%
Q3 2022$641,000
-6.7%
20,230
-3.1%
0.03%
-8.3%
Q2 2022$687,000
-42.3%
20,883
-36.1%
0.04%
-25.0%
Q1 2022$1,191,000
-97.9%
32,704
-97.7%
0.05%
-97.9%
Q4 2021$57,029,000
+4.0%
1,446,337
+2.3%
2.28%
-7.9%
Q3 2021$54,853,000
+4.0%
1,413,361
+5.4%
2.48%
-1.7%
Q2 2021$52,747,000
+1.0%
1,340,961
-1.4%
2.52%
-5.9%
Q1 2021$52,244,000
+4.1%
1,360,527
+4.4%
2.68%
-8.7%
Q4 2020$50,194,000
+10.5%
1,303,401
+4.6%
2.93%
-6.5%
Q3 2020$45,428,000
+8.7%
1,246,304
+3.3%
3.14%
-0.9%
Q2 2020$41,780,000
-28.2%
1,206,129
-34.0%
3.16%
-41.7%
Q1 2020$58,190,000
+1569.2%
1,827,590
+1871.0%
5.43%
+1773.1%
Q4 2019$3,486,000
-0.4%
92,726
-0.6%
0.29%
-11.0%
Q3 2019$3,500,000
+3.4%
93,252
+1.5%
0.33%
+0.9%
Q2 2019$3,384,000
+0.8%
91,830
+0.0%
0.32%
-4.2%
Q1 2019$3,356,000
+9.2%
91,824
+2.3%
0.34%
+4.7%
Q4 2018$3,073,000
-11.2%
89,778
-3.7%
0.32%
+5.2%
Q3 2018$3,462,000
-2.3%
93,233
-0.8%
0.31%
-8.1%
Q2 2018$3,545,000
-3.0%
94,020
-3.3%
0.33%
-5.1%
Q1 2018$3,653,000
-5.3%
97,268
-4.0%
0.35%
-10.0%
Q4 2017$3,857,000
+1.0%
101,321
+2.9%
0.39%
-12.8%
Q3 2017$3,820,000
+0.6%
98,418
+1.5%
0.45%
-27.0%
Q2 2017$3,798,000
+26.2%
96,972
+24.7%
0.61%
-2.4%
Q1 2017$3,010,000
-12.3%
77,770
-15.7%
0.63%
-5.4%
Q4 2016$3,434,00092,2850.66%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$139,24146.33%
Edge Wealth Management LLC 1,561,843$48,674,84611.16%
Family Investment Center, Inc. 516,285$16,118,42911.07%
Sowa Financial Group, Inc. 306,547$9,5706.85%
RS CRUM INC. 511,422$15,966,5906.13%
Quaker Wealth Management, LLC 407,028$12,707,4205.93%
Insight Wealth Strategies, LLC 836,725$26,122,5455.12%
TRUE Private Wealth Advisors 978,197$30,539,3254.52%
SP Asset Management LLC 1,120,186$34,972,2204.29%
Golden Green, Inc. 114,172$3,564,4504.18%
View complete list of ISHARES TR shareholders