ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 46 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,466,951 | -2.9% | 32,505 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $1,510,565 | +6.6% | 32,460 | +7.9% | 0.00% | 0.0% |
| Q1 2023 | $1,416,862 | +19.5% | 30,088 | +16.7% | 0.00% | +50.0% |
| Q4 2022 | $1,185,559 | +46.9% | 25,790 | +45.7% | 0.00% | 0.0% |
| Q3 2022 | $807,000 | +10.4% | 17,703 | +15.7% | 0.00% | 0.0% |
| Q2 2022 | $731,000 | -14.2% | 15,302 | -9.1% | 0.00% | 0.0% |
| Q1 2022 | $852,000 | -18.5% | 16,833 | -12.6% | 0.00% | 0.0% |
| Q4 2021 | $1,045,000 | +6.7% | 19,256 | +7.9% | 0.00% | 0.0% |
| Q3 2021 | $979,000 | 0.0% | 17,845 | -0.2% | 0.00% | 0.0% |
| Q2 2021 | $979,000 | -15.7% | 17,880 | -15.9% | 0.00% | -33.3% |
| Q1 2021 | $1,162,000 | +12.7% | 21,266 | +16.0% | 0.00% | 0.0% |
| Q4 2020 | $1,031,000 | – | 18,331 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |