ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,754,000 | -2.6% | 171,792 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $7,962,000 | -0.9% | 171,102 | +0.3% | 0.00% | 0.0% |
| Q1 2023 | $8,035,000 | +2.7% | 170,636 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $7,824,000 | +4.9% | 170,197 | +4.0% | 0.00% | 0.0% |
| Q3 2022 | $7,460,000 | -4.1% | 163,706 | +0.5% | 0.00% | 0.0% |
| Q2 2022 | $7,778,000 | -12.1% | 162,827 | -6.9% | 0.00% | 0.0% |
| Q1 2022 | $8,850,000 | -7.2% | 174,916 | -0.5% | 0.00% | 0.0% |
| Q4 2021 | $9,534,000 | +30.5% | 175,734 | +32.0% | 0.00% | 0.0% |
| Q3 2021 | $7,307,000 | +19.0% | 133,178 | +18.7% | 0.00% | 0.0% |
| Q2 2021 | $6,141,000 | +11.4% | 112,195 | +11.3% | 0.00% | 0.0% |
| Q1 2021 | $5,513,000 | +22.6% | 100,849 | +26.1% | 0.00% | +100.0% |
| Q4 2020 | $4,498,000 | +9.6% | 79,954 | +8.3% | 0.00% | 0.0% |
| Q3 2020 | $4,104,000 | +17.5% | 73,820 | +15.6% | 0.00% | 0.0% |
| Q2 2020 | $3,493,000 | +13.9% | 63,838 | +10.4% | 0.00% | 0.0% |
| Q1 2020 | $3,067,000 | +2.4% | 57,806 | +3.6% | 0.00% | 0.0% |
| Q4 2019 | $2,994,000 | +251.8% | 55,810 | +264.9% | 0.00% | – |
| Q3 2019 | $851,000 | +2.9% | 15,296 | +0.6% | 0.00% | – |
| Q2 2019 | $827,000 | +447.7% | 15,211 | +429.4% | 0.00% | – |
| Q1 2019 | $151,000 | – | 2,873 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 166,946 | $7,534,273 | 3.93% |
| Stewardship Advisors, LLC | 110,524 | $4,987,948 | 1.95% |
| Laurel Wealth Planning LLC | 52,928 | $2,389 | 1.86% |
| Better Money Decisions, LLC | 16,855 | $760,660 | 0.67% |
| Blue Barn Wealth, LLC | 19,170 | $865,142 | 0.57% |
| Omega Financial Group, LLC | 15,463 | $697,828 | 0.34% |
| RETIREMENT CAPITAL STRATEGIES | 12,799 | $577,619 | 0.27% |
| Carr Financial Group Corp | 14,616 | $658,451 | 0.26% |
| Walkner Condon Financial Advisors LLC | 20,679 | $933,143 | 0.25% |
| LFA - Lugano Financial Advisors SA | 5,959 | $268,930 | 0.23% |