ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 95 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $760,905 | +2.0% | 16,349 | +2.8% | 0.31% | +1.0% |
| Q1 2024 | $745,904 | +8.9% | 15,908 | +9.7% | 0.30% | +4.1% |
| Q4 2023 | $684,898 | -1.9% | 14,501 | -6.2% | 0.29% | -14.1% |
| Q3 2023 | $697,828 | -8.1% | 15,463 | -5.3% | 0.34% | -2.0% |
| Q2 2023 | $759,693 | -1.4% | 16,325 | -0.2% | 0.35% | -2.2% |
| Q1 2023 | $770,152 | +58.3% | 16,355 | +54.6% | 0.36% | +41.8% |
| Q4 2022 | $486,371 | +3.7% | 10,580 | +2.8% | 0.25% | +3.3% |
| Q3 2022 | $469,000 | +6.8% | 10,292 | +11.9% | 0.24% | +14.6% |
| Q2 2022 | $439,000 | +80.7% | 9,194 | +91.8% | 0.21% | +101.9% |
| Q1 2022 | $243,000 | +3.8% | 4,794 | +11.4% | 0.10% | +1.0% |
| Q4 2021 | $234,000 | – | 4,304 | – | 0.10% | – |
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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% |