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 | $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 ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 37,956 | $2,074,865 | 1.48% |
| Berger Financial Group, Inc | 94,468 | $5,164,000 | 1.12% |
| Stewardship Advisors, LLC | 51,551 | $2,818,000 | 1.11% |
| NICOLA WEALTH MANAGEMENT LTD. | 150,000 | $8,200,000 | 0.92% |
| FundX Investment Group, LLC | 24,561 | $1,343,000 | 0.76% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.38% |
| Mascoma Wealth Management LLC | 9,116 | $498,000 | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52,635 | $2,877,000 | 0.20% |
| Financial Architects, Inc | 16,838 | $920,000 | 0.14% |
| Dynamic Advisor Solutions LLC | 22,581 | $1,234,000 | 0.12% |