ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,619 | +41.9% | 12,799 | +70.7% | 0.27% | +81.2% |
| Q4 2021 | $407,000 | -25.9% | 7,499 | -23.6% | 0.15% | -41.3% |
| Q3 2020 | $549,000 | -92.5% | 9,818 | -92.9% | 0.25% | -93.6% |
| Q1 2020 | $7,312,000 | +166.3% | 137,784 | +169.2% | 4.00% | +206.1% |
| Q4 2019 | $2,746,000 | +46.2% | 51,190 | +51.6% | 1.30% | +38.2% |
| Q3 2019 | $1,878,000 | -2.8% | 33,757 | -5.0% | 0.94% | -2.1% |
| Q2 2019 | $1,932,000 | – | 35,536 | – | 0.96% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |