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 | $1,605,387 | +13.7% | 35,572 | +17.1% | 0.00% | -33.3% |
| Q2 2023 | $1,411,451 | +19.0% | 30,388 | +20.7% | 0.00% | +50.0% |
| Q1 2023 | $1,185,619 | +14.9% | 25,171 | +12.1% | 0.00% | 0.0% |
| Q4 2022 | $1,032,301 | -0.6% | 22,448 | -1.5% | 0.00% | 0.0% |
| Q3 2022 | $1,039,000 | -9.0% | 22,801 | -4.6% | 0.00% | -33.3% |
| Q2 2022 | $1,142,000 | -66.4% | 23,903 | -47.5% | 0.00% | -57.1% |
| Q1 2022 | $3,394,000 | +50.6% | 45,548 | +9.7% | 0.01% | +75.0% |
| Q4 2021 | $2,253,000 | +14.5% | 41,539 | +15.9% | 0.00% | 0.0% |
| Q3 2021 | $1,968,000 | +5.7% | 35,852 | +5.4% | 0.00% | 0.0% |
| Q2 2021 | $1,862,000 | +6.1% | 34,017 | +5.9% | 0.00% | 0.0% |
| Q1 2021 | $1,755,000 | +19.6% | 32,110 | +23.1% | 0.00% | 0.0% |
| Q4 2020 | $1,467,000 | +96.1% | 26,079 | +94.0% | 0.00% | +100.0% |
| Q3 2020 | $748,000 | +54.5% | 13,444 | +52.0% | 0.00% | 0.0% |
| Q2 2020 | $484,000 | +324.6% | 8,846 | -94.7% | 0.00% | – |
| Q1 2020 | $114,000 | – | 166,225 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |