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 | $497 | -0.6% | 11,014 | +2.4% | 0.07% | +3.1% |
| Q2 2023 | $500 | +4.0% | 10,752 | +5.2% | 0.06% | -1.5% |
| Q1 2023 | $481 | -4.2% | 10,216 | -6.5% | 0.07% | -10.8% |
| Q4 2022 | $502 | -99.7% | 10,923 | +197.8% | 0.07% | +174.1% |
| Q3 2022 | $167,000 | 0.0% | 3,668 | +4.7% | 0.03% | +3.8% |
| Q2 2022 | $167,000 | +456.7% | 3,504 | +492.9% | 0.03% | +550.0% |
| Q1 2022 | $30,000 | -23.1% | 591 | -17.3% | 0.00% | -20.0% |
| Q4 2021 | $39,000 | – | 715 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |