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. | 166,946 | $7,534,273 | 3.93% |
| Stewardship Advisors, LLC | 110,524 | $4,987,948 | 1.95% |
| Laurel Wealth Planning LLC | 52,928 | $2,389 | 1.86% |
| Better Money Decisions, LLC | 16,855 | $760,660 | 0.67% |
| Blue Barn Wealth, LLC | 19,170 | $865,142 | 0.57% |
| Omega Financial Group, LLC | 15,463 | $697,828 | 0.34% |
| RETIREMENT CAPITAL STRATEGIES | 12,799 | $577,619 | 0.27% |
| Carr Financial Group Corp | 14,616 | $658,451 | 0.26% |
| Walkner Condon Financial Advisors LLC | 20,679 | $933,143 | 0.25% |
| LFA - Lugano Financial Advisors SA | 5,959 | $268,930 | 0.23% |