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 133 filers reported holding ISHARES U S ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$353,558
+0.1%
7,0500.0%0.01%0.0%
Q1 2024$353,346
-8.8%
7,050
-9.0%
0.01%
-18.8%
Q4 2023$387,423
+0.4%
7,7500.0%0.02%
-5.9%
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 2023
NameSharesValueWeighting ↓
Pacific Edge Advisors, LLC 51,450$2,582,0001.49%
Elmwood Wealth Management, Inc. 31,335$1,571,0001.27%
Requisite Capital Management, LLC 70,457$3,536,0001.24%
Stratos Wealth Partners, LTD. 460,432$23,109,0000.76%
Kathmere Capital Management, LLC 51,492$2,584,0000.64%
TOBIAS FINANCIAL ADVISORS, INC. 20,454$1,027,0000.56%
Graypoint LLC 49,476$2,483,0000.48%
Berman Capital Advisors, LLC 31,202$1,566,0000.44%
Avestar Capital, LLC 26,000$1,305,0000.43%
CLIENT 1ST ADVISORY GROUP, LLC 11,922$598,0000.42%
View complete list of ISHARES U S ETF TR shareholders