ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42 | -2.3% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $43 | 0.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $43 | +2.4% | 920 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $42 | -99.9% | 920 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $42,000 | -4.5% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $44,000 | -6.4% | 920 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $47,000 | -6.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | 0.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $50,000 | 0.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $50,000 | 0.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $50,000 | -3.8% | 920 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $52,000 | +2.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $51,000 | +2.0% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $50,000 | +2.0% | 920 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $49,000 | – | 920 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 37,956 | $2,074,865 | 1.48% |
| Berger Financial Group, Inc | 94,468 | $5,164,000 | 1.12% |
| Stewardship Advisors, LLC | 51,551 | $2,818,000 | 1.11% |
| NICOLA WEALTH MANAGEMENT LTD. | 150,000 | $8,200,000 | 0.92% |
| FundX Investment Group, LLC | 24,561 | $1,343,000 | 0.76% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.38% |
| Mascoma Wealth Management LLC | 9,116 | $498,000 | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52,635 | $2,877,000 | 0.20% |
| Financial Architects, Inc | 16,838 | $920,000 | 0.14% |
| Dynamic Advisor Solutions LLC | 22,581 | $1,234,000 | 0.12% |