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 | $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 ↓ |
|---|---|---|---|
| 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% |