ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 69,604 | $3,819,000 | 1.45% |
| NICOLA WEALTH MANAGEMENT LTD. | 155,000 | $8,505,000 | 0.88% |
| Blue Barn Wealth, LLC | 14,460 | $793,000 | 0.70% |
| Berger Financial Group, Inc | 53,075 | $2,912,000 | 0.52% |
| FundX Investment Group, LLC | 19,843 | $1,089,000 | 0.52% |
| LFA - Lugano Financial Advisors SA | 10,000 | $549,000 | 0.36% |
| Mascoma Wealth Management LLC | 11,573 | $635,000 | 0.25% |
| Lokken Investment Group LLC | 5,399 | $296,000 | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 74,285 | $4,076,000 | 0.23% |
| WEDBUSH SECURITIES INC | 71,866 | $3,943,000 | 0.19% |