ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,186 | -1.3% | 13,853 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $633,125 | +3.6% | 13,605 | +4.8% | 0.00% | 0.0% |
| Q1 2023 | $611,330 | +21.9% | 12,982 | +19.0% | 0.00% | +50.0% |
| Q4 2022 | $501,487 | +22.6% | 10,909 | +21.5% | 0.00% | 0.0% |
| Q3 2022 | $409,000 | +2.5% | 8,975 | +7.4% | 0.00% | 0.0% |
| Q2 2022 | $399,000 | +7.8% | 8,360 | +14.4% | 0.00% | 0.0% |
| Q1 2022 | $370,000 | +6.6% | 7,305 | +14.2% | 0.00% | +100.0% |
| Q4 2021 | $347,000 | +45.2% | 6,397 | +46.9% | 0.00% | 0.0% |
| Q3 2021 | $239,000 | – | 4,355 | – | 0.00% | – |
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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% |