EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$688,888
-3.9%
4,5850.0%0.03%0.0%
Q2 2023$717,0534,5850.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capricorn Investment Group LLC 521,645$85,169,0009.98%
Investure, LLC 362,505$59,186,0008.08%
Northland Capital Management LLC 27,225$4,445,0004.42%
FLOW TRADERS U.S. LLC 373,512$60,983,0002.10%
BSW Wealth Partners 49,336$8,055,0002.04%
University of Maryland Foundation, Inc. 10,000$1,633,0001.97%
Stonehearth Capital Management, LLC 12,492$2,040,0001.06%
Betterment LLC 1,061,769$173,355,0000.55%
Bond & Devick Financial Network, Inc. 3,946$644,0000.52%
EXANE DERIVATIVES 9,813$1,602,070,0000.45%
View complete list of ISHARES TR shareholders