ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 46 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $233,488 | +1.1% | 5,079 | +0.0% | 0.02% | -9.5% |
| Q3 2022 | $231,000 | -8.7% | 5,078 | -4.2% | 0.02% | -4.5% |
| Q2 2022 | $253,000 | +83.3% | 5,299 | +94.5% | 0.02% | +100.0% |
| Q1 2022 | $138,000 | +23.2% | 2,725 | +32.5% | 0.01% | +37.5% |
| Q4 2021 | $112,000 | +3.7% | 2,057 | +4.6% | 0.01% | -11.1% |
| Q3 2021 | $108,000 | 0.0% | 1,967 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $108,000 | -0.9% | 1,967 | -1.0% | 0.01% | -10.0% |
| Q1 2021 | $109,000 | -44.7% | 1,987 | -44.0% | 0.01% | +11.1% |
| Q4 2020 | $197,000 | +126.4% | 3,550 | +127.1% | 0.01% | 0.0% |
| Q3 2020 | $87,000 | +20.8% | 1,563 | +18.2% | 0.01% | +12.5% |
| Q2 2020 | $72,000 | +44.0% | 1,322 | +39.0% | 0.01% | +33.3% |
| Q1 2020 | $50,000 | – | 951 | – | 0.01% | – |
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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% |