ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,987,948 | -0.1% | 110,524 | +3.0% | 1.95% | +3.7% |
| Q2 2023 | $4,992,078 | +10.9% | 107,273 | +12.3% | 1.88% | +8.6% |
| Q1 2023 | $4,499,695 | +3.0% | 95,554 | +0.5% | 1.73% | -1.7% |
| Q4 2022 | $4,368,621 | -1.0% | 95,032 | -1.9% | 1.76% | -8.0% |
| Q3 2022 | $4,413,000 | -0.9% | 96,846 | +3.9% | 1.91% | +2.1% |
| Q2 2022 | $4,454,000 | -8.2% | 93,254 | -2.8% | 1.87% | +4.6% |
| Q1 2022 | $4,853,000 | +27.2% | 95,920 | +36.4% | 1.79% | +30.5% |
| Q4 2021 | $3,816,000 | -0.1% | 70,320 | +1.0% | 1.37% | -5.2% |
| Q3 2021 | $3,819,000 | +37.7% | 69,604 | +37.4% | 1.45% | +39.2% |
| Q2 2021 | $2,773,000 | -1.6% | 50,658 | -1.7% | 1.04% | -6.2% |
| Q1 2021 | $2,818,000 | -3.4% | 51,551 | -0.6% | 1.11% | -6.7% |
| Q4 2020 | $2,916,000 | +8.1% | 51,837 | +7.5% | 1.19% | -12.0% |
| Q3 2020 | $2,698,000 | +14.4% | 48,213 | +11.9% | 1.35% | +3.3% |
| Q2 2020 | $2,358,000 | +2.0% | 43,086 | -1.1% | 1.31% | -13.0% |
| Q1 2020 | $2,312,000 | +0.8% | 43,562 | +1.9% | 1.50% | +4.2% |
| Q4 2019 | $2,294,000 | – | 42,765 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |