Evergreen Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 303 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Evergreen Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,364,019
+12.0%
55,156
+11.5%
1.38%
+12.0%
Q2 2023$1,218,185
+104018.4%
49,479
+4.0%
1.23%
-9.2%
Q1 2023$1,17047,5731.35%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders