ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 71 filers reported holding ISHARES TR in Q3 2022. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Francis Financial, Inc. | 166,946 | $7,534,273 | 3.93% |
Stewardship Advisors, LLC | 110,524 | $4,987,948 | 1.95% |
Laurel Wealth Planning LLC | 52,928 | $2,389 | 1.86% |
Better Money Decisions, LLC | 16,855 | $760,660 | 0.67% |
Blue Barn Wealth, LLC | 19,170 | $865,142 | 0.57% |
Omega Financial Group, LLC | 15,463 | $697,828 | 0.34% |
RETIREMENT CAPITAL STRATEGIES | 12,799 | $577,619 | 0.27% |
Carr Financial Group Corp | 14,616 | $658,451 | 0.26% |
Walkner Condon Financial Advisors LLC | 20,679 | $933,143 | 0.25% |
LFA - Lugano Financial Advisors SA | 5,959 | $268,930 | 0.23% |