ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |