ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 93 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,182 | -9.4% | 5,056 | -6.5% | 0.20% | -6.5% |
| Q2 2023 | $251,718 | -0.5% | 5,409 | +0.7% | 0.22% | -13.0% |
| Q1 2023 | $252,882 | +11.8% | 5,370 | +9.1% | 0.25% | +3.3% |
| Q4 2022 | $226,224 | -1.3% | 4,921 | -2.1% | 0.24% | -13.1% |
| Q3 2022 | $229,119 | -24.7% | 5,028 | -21.1% | 0.28% | -19.6% |
| Q2 2022 | $304,408 | -32.3% | 6,374 | -28.3% | 0.34% | -25.3% |
| Q1 2022 | $449,898 | -93.2% | 8,893 | -92.7% | 0.46% | -92.3% |
| Q4 2021 | $6,590,124 | – | 121,455 | – | 5.92% | – |
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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% |