ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 38 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,351 | +58.0% | 710 | +63.6% | 0.00% | 0.0% |
| Q1 2023 | $21,744 | +28139.0% | 434 | -72.3% | 0.00% | -50.0% |
| Q4 2022 | $77 | -99.9% | 1,564 | -1.2% | 0.00% | 0.0% |
| Q3 2022 | $78,000 | 0.0% | 1,583 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $78,000 | -41.4% | 1,576 | -41.3% | 0.00% | 0.0% |
| Q1 2022 | $133,000 | +125.4% | 2,683 | +142.4% | 0.00% | +100.0% |
| Q4 2021 | $59,000 | +1.7% | 1,107 | +1.8% | 0.00% | 0.0% |
| Q3 2021 | $58,000 | +52.6% | 1,087 | +54.2% | 0.00% | 0.0% |
| Q2 2021 | $38,000 | 0.0% | 705 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +5.6% | 705 | +6.5% | 0.00% | 0.0% |
| Q4 2020 | $36,000 | 0.0% | 662 | +0.9% | 0.00% | -50.0% |
| Q3 2020 | $36,000 | +5.9% | 656 | +6.3% | 0.00% | -33.3% |
| Q2 2020 | $34,000 | +6.2% | 617 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $32,000 | – | 617 | – | 0.00% | – |
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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% |