ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |