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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |