ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 194,205 | $9,037,563 | 4.88% |
| Stewardship Advisors, LLC | 107,273 | $4,992,078 | 1.88% |
| Laurel Wealth Planning LLC | 52,935 | $2,463 | 1.76% |
| Better Money Decisions, LLC | 17,162 | $798,677 | 0.65% |
| Blue Barn Wealth, LLC | 16,721 | $778,132 | 0.51% |
| Omega Financial Group, LLC | 16,325 | $759,693 | 0.35% |
| Carr Financial Group Corp | 14,616 | $680,173 | 0.27% |
| Walkner Condon Financial Advisors LLC | 19,071 | $887,068 | 0.24% |
| KilterHowling LLC | 5,409 | $251,718 | 0.22% |
| Empower Advisory Group, LLC | 945,222 | $43,987,061 | 0.19% |