ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 93 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,038 | -3.0% | 10,526 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $489,840 | -1.2% | 10,526 | 0.0% | 0.07% | -9.5% |
| Q1 2023 | $495,676 | +2.4% | 10,526 | 0.0% | 0.07% | -10.8% |
| Q4 2022 | $483,880 | +140.7% | 10,526 | +187.2% | 0.08% | +112.8% |
| Q2 2021 | $201,000 | +0.5% | 3,665 | 0.0% | 0.04% | -17.0% |
| Q1 2021 | $200,000 | – | 3,665 | – | 0.05% | – |
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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% |