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 | $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 ↓ |
|---|---|---|---|
| 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% |