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 2021 | $3,943,000 | +66.5% | 71,866 | +66.1% | 0.19% | +67.0% |
| Q2 2021 | $2,368,000 | +52.6% | 43,263 | +52.4% | 0.11% | +30.2% |
| Q1 2021 | $1,552,000 | +334.7% | 28,386 | +347.8% | 0.09% | +177.4% |
| Q4 2020 | $357,000 | -4.0% | 6,339 | -5.2% | 0.03% | -13.9% |
| Q3 2020 | $372,000 | -5.1% | 6,689 | -6.6% | 0.04% | -2.7% |
| Q2 2020 | $392,000 | +7.7% | 7,159 | +4.5% | 0.04% | -14.0% |
| Q1 2020 | $364,000 | -22.9% | 6,851 | -22.2% | 0.04% | +2.4% |
| Q4 2019 | $472,000 | +26.9% | 8,802 | +31.7% | 0.04% | +16.7% |
| Q3 2019 | $372,000 | – | 6,682 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 194,205 | $9,037,563 | 4.88% |
| Stewardship Advisors, LLC | 107,273 | $4,992,078 | 1.88% |
| Laurel Wealth Planning LLC | 52,935 | $2,463 | 1.76% |
| Better Money Decisions, LLC | 17,162 | $798,677 | 0.65% |
| Blue Barn Wealth, LLC | 16,721 | $778,132 | 0.51% |
| Omega Financial Group, LLC | 16,325 | $759,693 | 0.35% |
| Carr Financial Group Corp | 14,616 | $680,173 | 0.27% |
| Walkner Condon Financial Advisors LLC | 19,071 | $887,068 | 0.24% |
| KilterHowling LLC | 5,409 | $251,718 | 0.22% |
| Empower Advisory Group, LLC | 945,222 | $43,987,061 | 0.19% |