ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 106 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,638,205 | -40.0% | 31,630 | -45.7% | 0.01% | -40.0% |
| Q1 2024 | $2,728,997 | -0.7% | 58,200 | 0.0% | 0.01% | -16.7% |
| Q4 2023 | $2,748,784 | +103276.6% | 58,200 | -1.2% | 0.01% | -20.0% |
| Q3 2023 | $2,659 | 0.0% | 58,915 | +3.1% | 0.02% | -6.2% |
| Q2 2023 | $2,659 | +17.7% | 57,130 | +19.0% | 0.02% | +14.3% |
| Q1 2023 | $2,260 | +2.4% | 48,000 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $2,207 | -99.8% | 48,000 | +53.4% | 0.02% | +36.4% |
| Q3 2022 | $1,426,000 | +19.4% | 31,298 | +25.2% | 0.01% | +37.5% |
| Q2 2022 | $1,194,000 | -5.6% | 25,000 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $1,265,000 | -6.7% | 25,000 | 0.0% | 0.01% | +14.3% |
| Q4 2021 | $1,356,000 | -1.2% | 25,000 | 0.0% | 0.01% | -22.2% |
| Q3 2021 | $1,372,000 | +0.3% | 25,000 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,368,000 | +25.2% | 24,991 | +25.0% | 0.01% | +12.5% |
| Q1 2021 | $1,093,000 | -2.8% | 20,000 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $1,125,000 | – | 20,000 | – | 0.01% | – |
Download | ||||||
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% |