ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $282,963 | +8.3% | 6,080 | +9.1% | 0.08% | +15.7% |
| Q1 2024 | $261,224 | +7.9% | 5,571 | +8.7% | 0.07% | 0.0% |
| Q4 2023 | $242,101 | +4.7% | 5,126 | 0.0% | 0.07% | -7.9% |
| 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 ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 326,312 | $15,186,561 | 4.60% |
| Laurel Wealth Planning LLC | 56,507 | $2,630 | 1.83% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 25,715 | $1,196,791 | 1.05% |
| Stewardship Advisors, LLC | 53,590 | $2,494,079 | 0.82% |
| Invera Wealth Advisors, LLC | 12,825 | $602,134 | 0.62% |
| Better Money Decisions, LLC | 15,650 | $728,361 | 0.55% |
| Shotwell Rutter Baer Inc | 13,202 | $616,929 | 0.55% |
| Private Wealth Management Group, LLC | 24,662 | $1,147,770 | 0.50% |
| Blue Barn Wealth, LLC | 19,123 | $889,984 | 0.50% |
| Omega Financial Group, LLC | 16,349 | $760,905 | 0.31% |