ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 58 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,622,000 | +140.3% | 35,940 | +146.9% | 0.00% | +200.0% |
| Q2 2023 | $675,000 | +1.2% | 14,559 | +2.9% | 0.00% | 0.0% |
| Q1 2023 | $667,000 | +14.2% | 14,148 | +10.7% | 0.00% | 0.0% |
| Q4 2022 | $584,000 | -28.7% | 12,782 | -29.1% | 0.00% | -50.0% |
| Q3 2022 | $819,000 | -25.9% | 18,036 | -21.8% | 0.00% | -33.3% |
| Q2 2022 | $1,106,000 | +94.0% | 23,074 | +105.0% | 0.00% | +200.0% |
| Q1 2022 | $570,000 | +101.4% | 11,257 | +116.0% | 0.00% | 0.0% |
| Q4 2021 | $283,000 | -14.5% | 5,212 | -14.1% | 0.00% | 0.0% |
| Q1 2021 | $331,000 | – | 6,070 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |