EVERGREEN CAPITAL MANAGEMENT LLC - NUSHARES ETF TR ownership

NUSHARES ETF TR's ticker is NUMV and the CUSIP is 67092P508. A total of 114 filers reported holding NUSHARES ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of NUSHARES ETF TR
ValueSharesWeighting
Q2 2024$304,336
-2.7%
9,214
+0.8%
0.01%
-8.3%
Q1 2024$312,722
+0.8%
9,144
-7.0%
0.01%
-7.7%
Q4 2023$310,162
+21.1%
9,834
+9.2%
0.01%
+18.2%
Q3 2023$256,126
-7.5%
9,009
-3.6%
0.01%
-8.3%
Q2 2023$276,863
+3.1%
9,344
-0.1%
0.01%0.0%
Q1 2023$268,459
-9.0%
9,354
-5.6%
0.01%
-14.3%
Q4 2022$294,942
+7.6%
9,914
+2.9%
0.01%0.0%
Q3 2022$274,000
-2.1%
9,639
+5.5%
0.01%
-6.7%
Q2 2022$280,000
-31.0%
9,139
-18.9%
0.02%
-11.8%
Q1 2022$406,000
+16.0%
11,269
+18.9%
0.02%
+21.4%
Q4 2021$350,000
+9.7%
9,479
+7.7%
0.01%0.0%
Q3 2021$319,000
+44.3%
8,799
+44.7%
0.01%
+27.3%
Q2 2021$221,0006,0820.01%
Other shareholders
NUSHARES ETF TR shareholders Q4 2023
NameSharesValueWeighting ↓
Abacus Wealth Partners, LLC 609,958$18,146,2646.46%
Laurel Wealth Planning LLC 127,245$3,785,5392.44%
Phoenix Wealth Advisors 99,248$2,952,6281.78%
WRAPMANAGER INC 104,828$3,1191.00%
REGATTA CAPITAL GROUP, LLC 65,073$1,935,9200.69%
Carson Advisory Inc. 23,670$704,1830.68%
Fingerlakes Wealth Management, Inc. 12,376$368,1920.51%
Ipsen Advisor Group LLC 10,998$327,1790.38%
TIAA, FSB 2,629,889$78,239,1980.31%
HARVEST GROUP WEALTH MANAGEMENT, LLC 14,615$434,7960.28%
View complete list of NUSHARES ETF TR shareholders