ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q2 2021. 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 | 69,604 | $3,819,000 | 1.45% |
| NICOLA WEALTH MANAGEMENT LTD. | 155,000 | $8,505,000 | 0.88% |
| Blue Barn Wealth, LLC | 14,460 | $793,000 | 0.70% |
| Berger Financial Group, Inc | 53,075 | $2,912,000 | 0.52% |
| FundX Investment Group, LLC | 19,843 | $1,089,000 | 0.52% |
| LFA - Lugano Financial Advisors SA | 10,000 | $549,000 | 0.36% |
| Mascoma Wealth Management LLC | 11,573 | $635,000 | 0.25% |
| Lokken Investment Group LLC | 5,399 | $296,000 | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 74,285 | $4,076,000 | 0.23% |
| WEDBUSH SECURITIES INC | 71,866 | $3,943,000 | 0.19% |