ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 92 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,092,945 | +10.6% | 23,484 | +11.4% | 0.24% | +12.4% |
| Q1 2024 | $988,209 | -5.2% | 21,076 | -4.5% | 0.21% | -11.4% |
| Q4 2023 | $1,042,799 | +11.8% | 22,079 | +6.8% | 0.24% | -4.0% |
| Q3 2023 | $933,143 | +5.2% | 20,679 | +8.4% | 0.25% | +5.1% |
| Q2 2023 | $887,068 | -10.7% | 19,071 | -9.7% | 0.24% | -15.5% |
| Q1 2023 | $993,305 | +14.4% | 21,111 | +11.9% | 0.28% | +6.9% |
| Q4 2022 | $867,972 | +12.7% | 18,872 | +11.6% | 0.26% | +4.8% |
| Q3 2022 | $770,000 | +5.8% | 16,903 | +10.8% | 0.25% | +8.8% |
| Q2 2022 | $728,000 | -99.9% | 15,253 | +39.1% | 0.23% | +44.3% |
| Q1 2022 | $555,000,000 | +112934.6% | 10,962 | +21.1% | 0.16% | -12.2% |
| Q2 2021 | $491,000 | – | 9,054 | – | 0.18% | – |
Download | ||||||
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% |