ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 96 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $55,091 | +11.2% | 1,183,727 | +12.1% | 0.14% | +7.5% |
| Q1 2024 | $49,526 | +5.4% | 1,056,221 | +6.2% | 0.13% | -1.5% |
| Q4 2023 | $46,978 | +6.8% | 994,660 | +2.0% | 0.14% | -2.9% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 326,312 | $15,186,561 | 4.60% |
| Laurel Wealth Planning LLC | 56,507 | $2,630 | 1.83% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 25,715 | $1,196,791 | 1.05% |
| Stewardship Advisors, LLC | 53,590 | $2,494,079 | 0.82% |
| Invera Wealth Advisors, LLC | 12,825 | $602,134 | 0.62% |
| Better Money Decisions, LLC | 15,650 | $728,361 | 0.55% |
| Shotwell Rutter Baer Inc | 13,202 | $616,929 | 0.55% |
| Private Wealth Management Group, LLC | 24,662 | $1,147,770 | 0.50% |
| Blue Barn Wealth, LLC | 19,123 | $889,984 | 0.50% |
| Omega Financial Group, LLC | 16,349 | $760,905 | 0.31% |