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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $108,857 | +101.6% | 2,368 | +99.3% | 0.02% | -5.9% |
| Q3 2022 | $54,000 | -99.9% | 1,188 | -7.5% | 0.02% | -15.0% |
| Q2 2022 | $61,324,000 | +80589.5% | 1,284 | -14.3% | 0.02% | -4.8% |
| Q1 2022 | $76,000 | +35.7% | 1,499 | +47.2% | 0.02% | +5.0% |
| Q3 2021 | $56,000 | +24.4% | 1,018 | +23.4% | 0.02% | +17.6% |
| Q2 2021 | $45,000 | +21.6% | 825 | +20.6% | 0.02% | -19.0% |
| Q1 2021 | $37,000 | – | 684 | – | 0.02% | – |
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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% |