ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 61 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $560,848 | -31.2% | 12,051 | -30.7% | 0.04% | -32.8% |
| Q1 2024 | $815,174 | -0.3% | 17,385 | +0.4% | 0.07% | -21.2% |
| Q4 2023 | $818,025 | -26.4% | 17,320 | -29.7% | 0.08% | -33.6% |
| Q3 2023 | $1,111,910 | -24.9% | 24,638 | -22.6% | 0.13% | -23.8% |
| Q2 2023 | $1,480,478 | -18.0% | 31,813 | -17.0% | 0.17% | -22.6% |
| Q1 2023 | $1,805,336 | -4.0% | 38,337 | -6.3% | 0.22% | -12.5% |
| Q4 2022 | $1,881,454 | +0.2% | 40,928 | -0.7% | 0.25% | -10.1% |
| Q3 2022 | $1,877,000 | -7.2% | 41,198 | -2.7% | 0.28% | -6.4% |
| Q2 2022 | $2,022,000 | -11.9% | 42,345 | -6.7% | 0.30% | +1.0% |
| Q1 2022 | $2,296,000 | -12.1% | 45,378 | -5.8% | 0.29% | -15.6% |
| Q4 2021 | $2,613,000 | -10.3% | 48,156 | -9.3% | 0.35% | -34.1% |
| Q3 2021 | $2,912,000 | -6.6% | 53,075 | -6.8% | 0.52% | -6.9% |
| Q2 2021 | $3,117,000 | -39.6% | 56,941 | -39.7% | 0.56% | -49.8% |
| Q1 2021 | $5,164,000 | +606.4% | 94,468 | +627.2% | 1.12% | +778.1% |
| Q4 2020 | $731,000 | – | 12,991 | – | 0.13% | – |
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% |