ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $865,142 | +11.2% | 19,170 | +14.6% | 0.57% | +12.3% |
| Q2 2023 | $778,132 | -2.7% | 16,721 | -1.6% | 0.51% | +2.0% |
| Q1 2023 | $800,116 | +8.8% | 16,991 | +6.2% | 0.50% | +2.5% |
| Q4 2022 | $735,520 | +2.2% | 16,000 | +1.3% | 0.48% | -5.5% |
| Q3 2022 | $720,000 | -4.6% | 15,797 | -0.1% | 0.51% | -11.6% |
| Q2 2022 | $755,000 | -4.8% | 15,811 | +0.9% | 0.58% | +5.5% |
| Q1 2022 | $793,000 | -6.5% | 15,675 | +0.3% | 0.55% | -4.2% |
| Q4 2021 | $848,000 | +6.9% | 15,621 | +8.0% | 0.57% | -17.6% |
| Q3 2021 | $793,000 | +0.1% | 14,460 | 0.0% | 0.70% | -14.5% |
| Q2 2021 | $792,000 | – | 14,460 | – | 0.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |