ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 93 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |