ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 46 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $385,000 | 0.0% | 7,040 | 0.0% | 0.10% | -8.9% |
| Q1 2021 | $385,000 | -2.8% | 7,040 | 0.0% | 0.11% | -8.2% |
| Q4 2020 | $396,000 | +23.8% | 7,040 | +22.2% | 0.12% | +7.0% |
| Q3 2020 | $320,000 | +1.6% | 5,763 | +0.2% | 0.11% | -4.2% |
| Q2 2020 | $315,000 | +4.0% | 5,750 | +0.7% | 0.12% | -6.3% |
| Q1 2020 | $303,000 | – | 5,709 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 37,956 | $2,074,865 | 1.48% |
| Berger Financial Group, Inc | 94,468 | $5,164,000 | 1.12% |
| Stewardship Advisors, LLC | 51,551 | $2,818,000 | 1.11% |
| NICOLA WEALTH MANAGEMENT LTD. | 150,000 | $8,200,000 | 0.92% |
| FundX Investment Group, LLC | 24,561 | $1,343,000 | 0.76% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.38% |
| Mascoma Wealth Management LLC | 9,116 | $498,000 | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52,635 | $2,877,000 | 0.20% |
| Financial Architects, Inc | 16,838 | $920,000 | 0.14% |
| Dynamic Advisor Solutions LLC | 22,581 | $1,234,000 | 0.12% |