ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |