ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |