ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $323,490 | +5.6% | 7,168 | +8.9% | 0.01% | +8.3% |
| Q2 2023 | $306,236 | +0.0% | 6,581 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $306,106 | +3.3% | 6,500 | +0.8% | 0.01% | 0.0% |
| Q4 2022 | $296,316 | -0.2% | 6,446 | -1.2% | 0.01% | -7.7% |
| Q3 2022 | $297,000 | -5.1% | 6,527 | -0.5% | 0.01% | -7.1% |
| Q2 2022 | $313,000 | +1.3% | 6,560 | +7.1% | 0.01% | +27.3% |
| Q1 2022 | $309,000 | +398.4% | 6,126 | +434.6% | 0.01% | +450.0% |
| Q4 2021 | $62,000 | +59.0% | 1,146 | +59.2% | 0.00% | +100.0% |
| Q3 2021 | $39,000 | +14.7% | 720 | +14.3% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +9.7% | 630 | +9.6% | 0.00% | 0.0% |
| Q1 2021 | $31,000 | +121.4% | 575 | +121.2% | 0.00% | 0.0% |
| Q4 2020 | $14,000 | – | 260 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 69,604 | $3,819,000 | 1.45% |
| NICOLA WEALTH MANAGEMENT LTD. | 155,000 | $8,505,000 | 0.88% |
| Blue Barn Wealth, LLC | 14,460 | $793,000 | 0.70% |
| Berger Financial Group, Inc | 53,075 | $2,912,000 | 0.52% |
| FundX Investment Group, LLC | 19,843 | $1,089,000 | 0.52% |
| LFA - Lugano Financial Advisors SA | 10,000 | $549,000 | 0.36% |
| Mascoma Wealth Management LLC | 11,573 | $635,000 | 0.25% |
| Lokken Investment Group LLC | 5,399 | $296,000 | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 74,285 | $4,076,000 | 0.23% |
| WEDBUSH SECURITIES INC | 71,866 | $3,943,000 | 0.19% |