ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 90 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,389 | -3.0% | 52,928 | -0.0% | 1.86% | +5.7% |
| Q2 2023 | $2,463 | -10.4% | 52,935 | -9.3% | 1.76% | -3.4% |
| Q1 2023 | $2,748 | -99.9% | 58,345 | +20.3% | 1.82% | +26.7% |
| Q4 2022 | $2,228,809 | +5.1% | 48,484 | +4.2% | 1.44% | -7.9% |
| Q3 2022 | $2,121,000 | +2.3% | 46,535 | +7.2% | 1.56% | +7.0% |
| Q2 2022 | $2,073,000 | -3.4% | 43,411 | +2.4% | 1.46% | +0.8% |
| Q1 2022 | $2,145,000 | +48.1% | 42,401 | +58.9% | 1.45% | +32.0% |
| Q4 2021 | $1,448,000 | +589.5% | 26,689 | +598.7% | 1.10% | +545.3% |
| Q3 2021 | $210,000 | – | 3,820 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |