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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,746 | -2.3% | 504 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $23,275 | -93.1% | 504 | -92.9% | 0.01% | -92.9% |
| Q1 2023 | $335,356 | -25.9% | 7,081 | -28.1% | 0.10% | -31.9% |
| Q4 2022 | $452,759 | -32.9% | 9,849 | -33.5% | 0.14% | -38.5% |
| Q3 2022 | $675,000 | -4.7% | 14,819 | -0.1% | 0.23% | -3.3% |
| Q2 2022 | $708,000 | -55.7% | 14,834 | -53.1% | 0.24% | -52.5% |
| Q1 2022 | $1,599,000 | +41.9% | 31,599 | +52.1% | 0.51% | +30.5% |
| Q4 2021 | $1,127,000 | +77.5% | 20,779 | +79.5% | 0.39% | +58.5% |
| Q3 2021 | $635,000 | +8.7% | 11,573 | +8.4% | 0.25% | -1.6% |
| Q2 2021 | $584,000 | +17.3% | 10,675 | +17.1% | 0.25% | +16.8% |
| Q1 2021 | $498,000 | +56.6% | 9,116 | +61.2% | 0.21% | +34.6% |
| Q4 2020 | $318,000 | +261.4% | 5,656 | +248.7% | 0.16% | +189.1% |
| Q2 2019 | $88,000 | – | 1,622 | – | 0.06% | – |
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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% |