REILLY FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
REILLY FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$25,0000.0%4600.0%0.00%0.0%
Q3 2021$25,0000.0%4600.0%0.00%0.0%
Q2 2021$25,0000.0%4600.0%0.00%0.0%
Q1 2021$25,000
-3.8%
4600.0%0.00%0.0%
Q4 2020$26,0000.0%4600.0%0.00%
-33.3%
Q3 2020$26,000
+4.0%
4600.0%0.00%0.0%
Q2 2020$25,0004600.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders