RETIREMENT CAPITAL STRATEGIES - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
RETIREMENT CAPITAL STRATEGIES ownership history of ISHARES TR
ValueSharesWeighting
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$1,932,00035,5360.96%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders