EVERGREEN CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,133,960
-5.1%
136,878
-2.2%
0.14%
-0.7%
Q2 2023$3,301,422
+3.2%
139,891
-4.5%
0.14%
-4.2%
Q1 2023$3,198,137
-4.2%
146,435
-0.5%
0.14%
-8.3%
Q4 2022$3,339,439
-55.4%
147,177
-58.8%
0.16%
-59.8%
Q3 2022$7,482,000
-20.2%
357,329
+1.9%
0.39%
-19.7%
Q2 2022$9,373,000
-6.9%
350,539
+13.7%
0.49%
+18.8%
Q1 2022$10,071,000
+41.9%
308,267
+49.9%
0.41%
+44.4%
Q4 2021$7,099,000
-17.1%
205,699
-13.1%
0.28%
-26.6%
Q3 2021$8,561,000
+1.0%
236,616
+3.6%
0.39%
-4.4%
Q2 2021$8,480,000
-6.2%
228,455
-10.9%
0.40%
-12.7%
Q1 2021$9,041,000
-1.4%
256,395
-10.9%
0.46%
-13.4%
Q4 2020$9,171,000
+25.1%
287,848
+1.1%
0.54%
+5.7%
Q3 2020$7,333,000
+7.4%
284,652
+3.6%
0.51%
-1.9%
Q2 2020$6,829,000
-35.1%
274,700
-51.2%
0.52%
-47.4%
Q1 2020$10,518,000562,4790.98%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders