ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
---|---|---|---|
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% |