ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,336 | -3.0% | 5,126 | 0.0% | 0.08% | +4.1% |
| Q2 2023 | $238,545 | -1.2% | 5,126 | 0.0% | 0.07% | -11.0% |
| Q1 2023 | $241,386 | +2.4% | 5,126 | 0.0% | 0.08% | +6.5% |
| Q4 2022 | $235,642 | +17.2% | 5,126 | +39.7% | 0.08% | -12.5% |
| Q2 2021 | $201,000 | -99.9% | 3,668 | +17.7% | 0.09% | -28.5% |
| Q3 2020 | $173,218,000 | – | 3,116 | – | 0.12% | – |
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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% |