Morton Brown Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Morton Brown Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$73,065
+5.0%
1,619
+8.2%
0.04%0.0%
Q2 2023$69,618
-0.5%
1,496
+0.7%
0.04%
-11.9%
Q1 2023$69,977
+3.6%
1,486
+1.1%
0.04%
-8.7%
Q4 2022$67,576
+0.9%
1,470
+0.3%
0.05%
-13.2%
Q3 2022$67,000
-4.3%
1,466
+0.3%
0.05%
-1.9%
Q2 2022$70,000
-2.8%
1,461
+2.0%
0.05%0.0%
Q1 2022$72,000
-7.7%
1,4320.0%0.05%
-10.0%
Q4 2021$78,0001,4320.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NICOLA WEALTH MANAGEMENT LTD. 215,000$11,769,0001.21%
Stewardship Advisors, LLC 50,658$2,773,0001.04%
Blue Barn Wealth, LLC 14,460$792,0000.81%
Berger Financial Group, Inc 56,941$3,117,0000.56%
LFA - Lugano Financial Advisors SA 10,000$547,0000.34%
Mascoma Wealth Management LLC 10,675$584,0000.25%
KESTRA PRIVATE WEALTH SERVICES, LLC 71,089$3,891,0000.24%
Walkner Condon Financial Advisors LLC 9,054$491,0000.18%
Financial Architects, Inc 17,149$939,0000.14%
McClarren Financial Advisors, Inc. 2,541$139,0000.11%
View complete list of ISHARES TR shareholders