ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $941,812 | -81.6% | 20,000 | -81.4% | 0.09% | -81.0% |
| Q2 2022 | $5,132,000 | -5.6% | 107,449 | 0.0% | 0.49% | +2.3% |
| Q1 2022 | $5,436,000 | -24.0% | 107,449 | -18.5% | 0.48% | -28.7% |
| Q4 2021 | $7,155,000 | -15.9% | 131,861 | -14.9% | 0.67% | -23.2% |
| Q3 2021 | $8,505,000 | -27.7% | 155,000 | -27.9% | 0.88% | -27.5% |
| Q2 2021 | $11,769,000 | +43.5% | 215,000 | +43.3% | 1.21% | +31.6% |
| Q1 2021 | $8,200,000 | +12.1% | 150,000 | +15.4% | 0.92% | +0.9% |
| Q4 2020 | $7,313,000 | +9.6% | 130,000 | +8.3% | 0.91% | -4.3% |
| Q3 2020 | $6,671,000 | +43.4% | 120,000 | +41.2% | 0.95% | +47.5% |
| Q2 2020 | $4,652,000 | +68.6% | 85,000 | +63.5% | 0.64% | +55.2% |
| Q1 2020 | $2,760,000 | +157.2% | 52,000 | +160.0% | 0.42% | +157.8% |
| Q4 2019 | $1,073,000 | – | 20,000 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 194,205 | $9,037,563 | 4.88% |
| Stewardship Advisors, LLC | 107,273 | $4,992,078 | 1.88% |
| Laurel Wealth Planning LLC | 52,935 | $2,463 | 1.76% |
| Better Money Decisions, LLC | 17,162 | $798,677 | 0.65% |
| Blue Barn Wealth, LLC | 16,721 | $778,132 | 0.51% |
| Omega Financial Group, LLC | 16,325 | $759,693 | 0.35% |
| Carr Financial Group Corp | 14,616 | $680,173 | 0.27% |
| Walkner Condon Financial Advisors LLC | 19,071 | $887,068 | 0.24% |
| KilterHowling LLC | 5,409 | $251,718 | 0.22% |
| Empower Advisory Group, LLC | 945,222 | $43,987,061 | 0.19% |