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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,594 | +19.4% | 6,993 | +23.1% | 0.01% | +11.1% |
| Q2 2023 | $264,279 | -0.3% | 5,679 | -2.4% | 0.01% | -40.0% |
| Q3 2022 | $265,000 | -8.3% | 5,816 | -3.8% | 0.02% | -6.2% |
| Q2 2022 | $289,000 | -92.6% | 6,044 | -92.1% | 0.02% | -91.7% |
| Q1 2022 | $3,886,000 | -4.7% | 76,809 | +2.2% | 0.19% | -1.0% |
| Q4 2021 | $4,078,000 | +0.0% | 75,151 | +1.2% | 0.20% | -14.1% |
| Q3 2021 | $4,076,000 | +4.8% | 74,285 | +4.5% | 0.23% | -4.2% |
| Q2 2021 | $3,891,000 | +35.2% | 71,089 | +35.1% | 0.24% | +18.5% |
| Q1 2021 | $2,877,000 | – | 52,635 | – | 0.20% | – |
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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% |