ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 61 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 | $224,973 | -3.0% | 4,985 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $231,983 | -1.0% | 4,985 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $234,276 | +2.4% | 4,975 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $228,701 | +323.5% | 4,975 | +339.9% | 0.00% | – |
| Q2 2022 | $54,000 | -5.3% | 1,131 | 0.0% | 0.00% | – |
| Q1 2022 | $57,000 | -6.6% | 1,131 | 0.0% | 0.00% | – |
| Q4 2021 | $61,000 | +24.5% | 1,131 | +25.5% | 0.00% | – |
| Q3 2021 | $49,000 | +250.0% | 901 | +247.9% | 0.00% | – |
| Q2 2021 | $14,000 | 0.0% | 259 | 0.0% | 0.00% | – |
| Q1 2021 | $14,000 | – | 259 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 326,312 | $15,186,561 | 4.60% |
| Laurel Wealth Planning LLC | 56,507 | $2,630 | 1.83% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 25,715 | $1,196,791 | 1.05% |
| Stewardship Advisors, LLC | 53,590 | $2,494,079 | 0.82% |
| Invera Wealth Advisors, LLC | 12,825 | $602,134 | 0.62% |
| Better Money Decisions, LLC | 15,650 | $728,361 | 0.55% |
| Shotwell Rutter Baer Inc | 13,202 | $616,929 | 0.55% |
| Private Wealth Management Group, LLC | 24,662 | $1,147,770 | 0.50% |
| Blue Barn Wealth, LLC | 19,123 | $889,984 | 0.50% |
| Omega Financial Group, LLC | 16,349 | $760,905 | 0.31% |