ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $164,000 | -7.3% | 3,258 | -0.1% | 0.12% | -1.7% |
| Q4 2021 | $177,000 | 0.0% | 3,260 | +0.8% | 0.12% | -12.3% |
| Q3 2021 | $177,000 | +27.3% | 3,233 | +27.2% | 0.14% | +22.1% |
| Q2 2021 | $139,000 | +12.1% | 2,541 | +11.9% | 0.11% | +1.8% |
| Q1 2021 | $124,000 | -2.4% | 2,270 | +0.0% | 0.11% | -9.0% |
| Q4 2020 | $127,000 | – | 2,269 | – | 0.12% | – |
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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% |