Evergreen Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 224 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Evergreen Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,330,155
+10.3%
57,003
+10.9%
1.34%
+10.4%
Q2 2023$1,206,230
+102470.6%
51,395
+3.7%
1.22%
-10.5%
Q1 2023$1,17649,5491.36%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 401,798$9,375,9516.97%
SHUFRO ROSE & CO LLC 3,104,001$72,431,8766.83%
Keeler Thomas Management LLC 626,009$14,801,9185.48%
Gateway Advisory, LLC 751,100$17,526,9103.58%
Foundation Wealth Management, LLC 151,413$3,533,2193.53%
Buffington Mohr McNeal 563,804$13,156,3602.99%
Sound View Wealth Advisors Group, LLC 1,009,298$23,551,9642.93%
Michael S. Ryan, Inc. 126,390$2,942,3652.81%
Windsor Capital Management, LLC 338,292$7,894,0562.73%
Peloton Wealth Strategists 246,790$5,7592.66%
View complete list of ISHARES TR shareholders