ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 99 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $765,397 | -2.0% | 16,446 | -1.3% | 0.02% | -7.7% |
| Q1 2024 | $781,000 | -0.3% | 16,656 | -0.6% | 0.03% | -10.3% |
| Q4 2023 | $783,733 | -8.2% | 16,750 | -11.5% | 0.03% | -27.5% |
| 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. | 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% |