ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,405,092 | +5.6% | 319,191 | +8.9% | 0.01% | +16.7% |
| Q2 2023 | $13,644,734 | +124.7% | 293,207 | +127.4% | 0.01% | +100.0% |
| Q1 2023 | $6,071,947 | +100.5% | 128,942 | +95.8% | 0.00% | +50.0% |
| Q4 2022 | $3,027,750 | +13.6% | 65,864 | +12.6% | 0.00% | 0.0% |
| Q3 2022 | $2,665,000 | +49.4% | 58,478 | +56.6% | 0.00% | +100.0% |
| Q2 2022 | $1,784,000 | +35.5% | 37,351 | +43.5% | 0.00% | 0.0% |
| Q1 2022 | $1,317,000 | +17.6% | 26,025 | +26.1% | 0.00% | 0.0% |
| Q4 2021 | $1,120,000 | +25.6% | 20,640 | +27.0% | 0.00% | – |
| Q3 2021 | $892,000 | +17.8% | 16,258 | +17.6% | 0.00% | – |
| Q2 2021 | $757,000 | +211.5% | 13,820 | +210.3% | 0.00% | – |
| Q1 2021 | $243,000 | – | 4,454 | – | 0.00% | – |
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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% |