ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,998 | +0.2% | 974,909 | +3.4% | 0.14% | +2.2% |
| Q2 2023 | $43,894 | +3.7% | 943,138 | +5.0% | 0.14% | -0.7% |
| Q1 2023 | $42,309 | +4.9% | 898,470 | +2.4% | 0.14% | -0.7% |
| Q4 2022 | $40,331 | -99.9% | 877,329 | +8.3% | 0.14% | 0.0% |
| Q3 2022 | $38,687,000 | 0.0% | 810,027 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $38,687,000 | -5.0% | 810,027 | +0.6% | 0.14% | +6.2% |
| Q1 2022 | $40,718,000 | +0.0% | 804,858 | +7.3% | 0.13% | +2.4% |
| Q4 2021 | $40,712,000 | +19.2% | 750,306 | +20.6% | 0.13% | +11.4% |
| Q3 2021 | $34,148,000 | +25.6% | 622,349 | +25.3% | 0.11% | +22.6% |
| Q2 2021 | $27,181,000 | +36.9% | 496,548 | +36.7% | 0.09% | +24.0% |
| Q1 2021 | $19,861,000 | +55.4% | 363,291 | +59.9% | 0.08% | +38.9% |
| Q4 2020 | $12,778,000 | – | 227,170 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 194,205 | $9,037,563 | 4.88% |
| Stewardship Advisors, LLC | 107,273 | $4,992,078 | 1.88% |
| Laurel Wealth Planning LLC | 52,935 | $2,463 | 1.76% |
| Better Money Decisions, LLC | 17,162 | $798,677 | 0.65% |
| Blue Barn Wealth, LLC | 16,721 | $778,132 | 0.51% |
| Omega Financial Group, LLC | 16,325 | $759,693 | 0.35% |
| Carr Financial Group Corp | 14,616 | $680,173 | 0.27% |
| Walkner Condon Financial Advisors LLC | 19,071 | $887,068 | 0.24% |
| KilterHowling LLC | 5,409 | $251,718 | 0.22% |
| Empower Advisory Group, LLC | 945,222 | $43,987,061 | 0.19% |