ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 93 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,356,373 | -8.9% | 52,213 | -6.0% | 0.00% | 0.0% |
| Q2 2023 | $2,585,773 | -3.0% | 55,565 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $2,665,586 | -10.7% | 56,605 | -12.9% | 0.00% | 0.0% |
| Q4 2022 | $2,986,303 | -2.8% | 64,962 | -3.7% | 0.00% | 0.0% |
| Q3 2022 | $3,073,000 | -24.7% | 67,427 | -21.1% | 0.00% | -50.0% |
| Q2 2022 | $4,082,000 | -28.8% | 85,466 | -24.6% | 0.00% | 0.0% |
| Q1 2022 | $5,732,000 | -47.2% | 113,285 | -43.3% | 0.00% | -33.3% |
| Q4 2021 | $10,847,000 | +3.1% | 199,900 | +4.2% | 0.00% | 0.0% |
| Q3 2021 | $10,523,000 | +14.6% | 191,773 | +14.3% | 0.00% | 0.0% |
| Q2 2021 | $9,183,000 | +1.2% | 167,755 | +1.1% | 0.00% | 0.0% |
| Q1 2021 | $9,072,000 | -10.7% | 165,957 | -8.1% | 0.00% | 0.0% |
| Q4 2020 | $10,160,000 | +13.9% | 180,616 | +12.6% | 0.00% | 0.0% |
| Q3 2020 | $8,919,000 | +42.6% | 160,443 | +40.4% | 0.00% | 0.0% |
| Q2 2020 | $6,253,000 | +730.4% | 114,238 | +705.2% | 0.00% | – |
| Q1 2020 | $753,000 | +101.3% | 14,188 | +103.2% | 0.00% | – |
| Q4 2019 | $374,000 | +71.6% | 6,982 | +78.5% | 0.00% | – |
| Q3 2019 | $218,000 | +0.9% | 3,912 | -1.4% | 0.00% | – |
| Q2 2019 | $216,000 | – | 3,968 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |