ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 91 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Abacus Wealth Partners, LLC | 37,956 | $2,074,865 | 1.48% |
| Berger Financial Group, Inc | 94,468 | $5,164,000 | 1.12% |
| Stewardship Advisors, LLC | 51,551 | $2,818,000 | 1.11% |
| NICOLA WEALTH MANAGEMENT LTD. | 150,000 | $8,200,000 | 0.92% |
| FundX Investment Group, LLC | 24,561 | $1,343,000 | 0.76% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.38% |
| Mascoma Wealth Management LLC | 9,116 | $498,000 | 0.21% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 52,635 | $2,877,000 | 0.20% |
| Financial Architects, Inc | 16,838 | $920,000 | 0.14% |
| Dynamic Advisor Solutions LLC | 22,581 | $1,234,000 | 0.12% |