ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 26 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201 | -0.5% | 4,463 | +2.7% | 0.00% | 0.0% |
| Q2 2023 | $202 | -2.9% | 4,347 | -1.7% | 0.00% | 0.0% |
| Q1 2023 | $208 | -99.9% | 4,420 | -45.5% | 0.00% | -50.0% |
| Q3 2022 | $370,000 | -9.8% | 8,109 | -5.4% | 0.00% | 0.0% |
| Q2 2022 | $410,000 | -5.1% | 8,575 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $432,000 | -13.6% | 8,544 | -7.3% | 0.00% | 0.0% |
| Q4 2021 | $500,000 | +14.4% | 9,219 | +15.7% | 0.00% | 0.0% |
| Q3 2021 | $437,000 | -27.5% | 7,967 | -27.7% | 0.00% | -33.3% |
| Q2 2021 | $603,000 | -18.8% | 11,021 | -18.9% | 0.00% | -25.0% |
| Q1 2021 | $743,000 | +33.6% | 13,592 | +37.6% | 0.00% | +33.3% |
| Q4 2020 | $556,000 | -5.0% | 9,877 | -6.1% | 0.00% | -25.0% |
| Q3 2020 | $585,000 | +28.0% | 10,521 | +26.0% | 0.00% | +33.3% |
| Q2 2020 | $457,000 | +35.6% | 8,351 | +31.7% | 0.00% | 0.0% |
| Q1 2020 | $337,000 | – | 6,342 | – | 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% |