EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 85 filers reported holding ISHARES U S ETF TR in Q3 2021. 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 U S ETF TR
ValueSharesWeighting
Q3 2023$386,028
-0.2%
7,7500.0%0.02%
+6.2%
Q2 2023$386,648
-48.7%
7,750
-48.7%
0.02%
-52.9%
Q1 2023$754,396
+0.5%
15,1000.0%0.03%
-2.9%
Q4 2022$750,772
+0.1%
15,1000.0%0.04%
-10.3%
Q3 2022$750,000
-0.1%
15,1000.0%0.04%0.0%
Q2 2022$751,0000.0%15,1000.0%0.04%
+25.8%
Q1 2022$751,000
-0.8%
15,1000.0%0.03%
+3.3%
Q4 2021$757,0000.0%15,1000.0%0.03%
-11.8%
Q3 2021$757,000
-0.1%
15,1000.0%0.03%
-5.6%
Q2 2021$758,000
-6.3%
15,100
-6.2%
0.04%
-12.2%
Q1 2021$809,0000.0%16,1000.0%0.04%
-12.8%
Q4 2020$809,000
+40.2%
16,100
+40.0%
0.05%
+17.5%
Q3 2020$577,00011,5000.04%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Syverson Strege & Co 88,259$4,392,0004.78%
Karn, Couzens & Associates, Inc. 75,055$3,735,0002.37%
Horizon Family Wealth, Inc. 29,984$1,492,0001.48%
Insight Inv LLC 30,950$1,540,0001.40%
Integrated Wealth Concepts LLC 697,705$34,718,0001.06%
4J Wealth Management LLC 23,880$1,188,0001.04%
Elmwood Wealth Management, Inc. 39,735$1,977,0001.01%
TOBIAS FINANCIAL ADVISORS, INC. 47,637$2,370,0000.82%
GRIES FINANCIAL LLC 25,630$1,275,0000.47%
Cross Staff Investments Inc 10,100$503,0000.47%
View complete list of ISHARES U S ETF TR shareholders