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 94 filers reported holding ISHARES U S ETF TR in Q4 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 Q4 2021
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 687,536$34,246,1575.75%
Resonant Capital Advisors, LLC 573,614$28,571,7133.05%
Smart Money Group LLC 108,711$5,414,8952.57%
Obsidian Personal Planning Solutions LLC 54,029$2,691,1842.30%
Ullmann Wealth Partners Group, LLC 220,575$10,986,8472.05%
KM Capital Management Ltd. 54,962$2,737,6571.87%
Kathmere Capital Management, LLC 210,849$10,502,3891.56%
Elmwood Wealth Management, Inc. 61,835$3,080,0021.49%
Foster Group, Inc. 459,153$22,870,4241.40%
Syverson Strege & Co 54,036$2,691,5491.20%
View complete list of ISHARES U S ETF TR shareholders