ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |