Vanguard Personalized Indexing Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Vanguard Personalized Indexing Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$249,000
-7.1%
4,923
-0.4%
0.01%
-25.0%
Q4 2021$268,000
+2.3%
4,945
+3.5%
0.02%
-33.3%
Q3 2021$262,0000.0%4,7800.0%0.02%
-11.1%
Q2 2021$262,000
+0.4%
4,7800.0%0.03%
-32.5%
Q1 2021$261,000
-3.0%
4,7800.0%0.04%
-32.2%
Q4 2020$269,000
+14.5%
4,780
+13.1%
0.06%
-10.6%
Q3 2020$235,0004,2280.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 96,846$4,413,0001.91%
Laurel Wealth Planning LLC 46,535$2,121,0001.56%
Blue Barn Wealth, LLC 15,797$720,0000.51%
Better Money Decisions, LLC 8,514$388,0000.38%
Berger Financial Group, Inc 41,198$1,877,0000.28%
KilterHowling LLC 5,028$229,1190.28%
Walkner Condon Financial Advisors LLC 16,903$770,0000.25%
Omega Financial Group, LLC 10,292$469,0000.24%
Mascoma Wealth Management LLC 14,819$675,0000.23%
Personal Capital Advisors Corp 874,706$39,860,0000.22%
View complete list of ISHARES TR shareholders