Evergreen Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 251 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Evergreen Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$16,844,000
-5.0%
334,206
-4.8%
9.55%
-11.9%
Q3 2019$17,732,000
+1.4%
351,191
+1.3%
10.84%
-1.3%
Q2 2019$17,491,000346,82910.98%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Newman & Schimel, LLC 814,669$37,833,24517.09%
MARYLAND CAPITAL ADVISORS INC. 332,590$15,445,48014.42%
Prosperity Planning, Inc. 529,320$26,451,01013.07%
Buttonwood Financial Advisors Inc. 277,755$12,898,95710.86%
Opal Wealth Advisors, LLC 394,644$18,327,26710.11%
Old North State Trust, LLC 327,216$15,1969.99%
Courage Miller Partners, LLC 445,031$20,667,2539.52%
Boyd Wealth Management, LLC 243,763$11,320,3548.31%
CAPITAL INSIGHT PARTNERS, LLC 622,310$28,900,0767.49%
Onyx Bridge Wealth Group LLC 369,850$17,323,7887.05%
View complete list of ISHARES TR shareholders