ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $854,176 | -0.5% | 18,927 | +2.6% | 0.04% | -11.1% |
| Q2 2023 | $858,081 | +22.1% | 18,439 | +23.6% | 0.04% | +9.8% |
| Q1 2023 | $702,780 | +150.0% | 14,924 | +144.0% | 0.04% | +115.8% |
| Q4 2022 | $281,153 | -23.4% | 6,116 | -8.5% | 0.02% | -32.1% |
| Q3 2021 | $367,000 | -25.7% | 6,683 | -25.9% | 0.03% | -28.2% |
| Q2 2021 | $494,000 | -60.0% | 9,023 | -60.0% | 0.04% | -66.1% |
| Q1 2021 | $1,234,000 | -14.4% | 22,581 | -11.8% | 0.12% | -14.8% |
| Q4 2020 | $1,441,000 | +227.5% | 25,616 | +223.4% | 0.14% | +170.0% |
| Q3 2020 | $440,000 | +87.2% | 7,920 | +84.4% | 0.05% | +56.2% |
| Q2 2020 | $235,000 | – | 4,295 | – | 0.03% | – |
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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% |