ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 89 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 69,604 | $3,819,000 | 1.45% |
| NICOLA WEALTH MANAGEMENT LTD. | 155,000 | $8,505,000 | 0.88% |
| Blue Barn Wealth, LLC | 14,460 | $793,000 | 0.70% |
| Berger Financial Group, Inc | 53,075 | $2,912,000 | 0.52% |
| FundX Investment Group, LLC | 19,843 | $1,089,000 | 0.52% |
| LFA - Lugano Financial Advisors SA | 10,000 | $549,000 | 0.36% |
| Mascoma Wealth Management LLC | 11,573 | $635,000 | 0.25% |
| Lokken Investment Group LLC | 5,399 | $296,000 | 0.24% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 74,285 | $4,076,000 | 0.23% |
| WEDBUSH SECURITIES INC | 71,866 | $3,943,000 | 0.19% |