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 | $2,622,277 | +10.0% | 58,105 | +13.4% | 0.00% | 0.0% |
| Q2 2023 | $2,384,839 | +5.1% | 51,247 | +6.3% | 0.00% | 0.0% |
| Q1 2023 | $2,269,247 | +3.8% | 48,189 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $2,185,458 | +14.4% | 47,541 | +13.3% | 0.00% | 0.0% |
| Q3 2022 | $1,911,000 | +4.0% | 41,943 | +9.0% | 0.00% | 0.0% |
| Q2 2022 | $1,838,000 | +3.0% | 38,486 | +9.1% | 0.00% | 0.0% |
| Q1 2022 | $1,784,000 | -23.1% | 35,276 | -17.5% | 0.00% | -25.0% |
| Q4 2021 | $2,321,000 | +17.9% | 42,778 | +19.3% | 0.00% | +33.3% |
| Q3 2021 | $1,968,000 | +16.3% | 35,865 | +16.0% | 0.00% | 0.0% |
| Q2 2021 | $1,692,000 | +68.5% | 30,906 | +68.2% | 0.00% | +50.0% |
| Q1 2021 | $1,004,000 | +171.4% | 18,375 | +179.4% | 0.00% | +100.0% |
| Q4 2020 | $370,000 | – | 6,576 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 194,205 | $9,037,563 | 4.88% |
| Stewardship Advisors, LLC | 107,273 | $4,992,078 | 1.88% |
| Laurel Wealth Planning LLC | 52,935 | $2,463 | 1.76% |
| Better Money Decisions, LLC | 17,162 | $798,677 | 0.65% |
| Blue Barn Wealth, LLC | 16,721 | $778,132 | 0.51% |
| Omega Financial Group, LLC | 16,325 | $759,693 | 0.35% |
| Carr Financial Group Corp | 14,616 | $680,173 | 0.27% |
| Walkner Condon Financial Advisors LLC | 19,071 | $887,068 | 0.24% |
| KilterHowling LLC | 5,409 | $251,718 | 0.22% |
| Empower Advisory Group, LLC | 945,222 | $43,987,061 | 0.19% |