EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 450 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
Q2 2024$1,663,302
+2.9%
14,8020.0%0.06%
-1.6%
Q1 2024$1,615,935
+8.6%
14,8020.0%0.06%0.0%
Q4 2023$1,487,750
+11.2%
14,8020.0%0.06%
+3.4%
Q3 2023$1,337,585
-3.5%
14,8020.0%0.06%
+1.7%
Q2 2023$1,386,06014,8020.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 30,364$3,208,0002.29%
CORBETT ROAD CAPITAL MANAGEMENT, LLC 13,336$1,787,0001.76%
LFA - Lugano Financial Advisors SA 15,318$2,053,0001.50%
Ellevest, Inc. 39,963$5,355,0001.49%
VERITY Wealth Advisors 11,251$1,508,0001.45%
Consolidated Planning Corp 9,476$1,270,0001.26%
C-J Advisory, Inc. 15,457$2,071,0001.23%
MISSION WEALTH MANAGEMENT, LP 86,311$11,567,0001.11%
TOMPKINS FINANCIAL CORP 43,228$5,793,0001.06%
BLUESTEM FINANCIAL ADVISORS, LLC 7,972$1,068,0000.97%
View complete list of ISHARES TR shareholders