ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 19 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,122,679 | -3.3% | 24,877 | -0.3% | 0.03% | -3.2% |
| Q2 2023 | $1,161,441 | -1.5% | 24,958 | -0.3% | 0.03% | -6.1% |
| Q1 2023 | $1,178,966 | +0.2% | 25,036 | -2.2% | 0.03% | -8.3% |
| Q4 2022 | $1,176,705 | +3.4% | 25,597 | +2.5% | 0.04% | -10.0% |
| Q3 2022 | $1,138,000 | -7.6% | 24,965 | -3.2% | 0.04% | -4.8% |
| Q2 2022 | $1,232,000 | +9.3% | 25,800 | +15.8% | 0.04% | +27.3% |
| Q1 2022 | $1,127,000 | -0.6% | 22,274 | +6.6% | 0.03% | 0.0% |
| Q4 2021 | $1,134,000 | +3.0% | 20,903 | +4.2% | 0.03% | -5.7% |
| Q3 2021 | $1,101,000 | +24.0% | 20,068 | +23.7% | 0.04% | +25.0% |
| Q2 2021 | $888,000 | +9.9% | 16,220 | +9.8% | 0.03% | -6.7% |
| Q1 2021 | $808,000 | +52.7% | 14,774 | +57.2% | 0.03% | +42.9% |
| Q4 2020 | $529,000 | +12.3% | 9,399 | +10.9% | 0.02% | -4.5% |
| Q3 2020 | $471,000 | +1.5% | 8,478 | +0.0% | 0.02% | -12.0% |
| Q2 2020 | $464,000 | +5.5% | 8,477 | +2.2% | 0.02% | -13.8% |
| Q1 2020 | $440,000 | +18.3% | 8,291 | +19.5% | 0.03% | +45.0% |
| Q4 2019 | $372,000 | – | 6,937 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |