ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |