Financial Perspectives, Inc - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 77 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
Financial Perspectives, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$15,866
+0.2%
341
+0.9%
0.01%0.0%
Q1 2024$15,828
-0.1%
338
+0.9%
0.01%0.0%
Q4 2023$15,842
+6.0%
335
+1.2%
0.01%
-14.3%
Q3 2023$14,945
-2.1%
331
+0.9%
0.01%0.0%
Q2 2023$15,272
-0.3%
328
+0.9%
0.01%0.0%
Q1 2023$15,322
+3.0%
325
+0.3%
0.01%
-12.5%
Q4 2022$14,875
+2.0%
324
+1.2%
0.01%0.0%
Q3 2022$14,581
-3.9%
320
+0.6%
0.01%
-11.1%
Q2 2022$15,178
-4.8%
318
+1.0%
0.01%
+28.6%
Q1 2022$15,951
-6.8%
3150.0%0.01%
-12.5%
Q4 2021$17,109
-0.3%
315
+0.6%
0.01%
-11.1%
Q3 2021$17,169
+0.2%
3130.0%0.01%
+12.5%
Q2 2021$17,128
+5372.2%
313
-98.2%
0.01%
-50.0%
Q1 2021$313
-97.7%
17,105
+6968.2%
0.02%
+100.0%
Q4 2020$13,607
+1.5%
242
+0.4%
0.01%
-11.1%
Q3 2020$13,404
+1.8%
2410.0%0.01%0.0%
Q2 2020$13,1652410.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Francis Financial, Inc. 326,312$15,186,5614.60%
Laurel Wealth Planning LLC 56,507$2,6301.83%
ROBINSON SMITH WEALTH ADVISORS LLC 25,715$1,196,7911.05%
Stewardship Advisors, LLC 53,590$2,494,0790.82%
Invera Wealth Advisors, LLC 12,825$602,1340.62%
Better Money Decisions, LLC 15,650$728,3610.55%
Shotwell Rutter Baer Inc 13,202$616,9290.55%
Private Wealth Management Group, LLC 24,662$1,147,7700.50%
Blue Barn Wealth, LLC 19,123$889,9840.50%
Omega Financial Group, LLC 16,349$760,9050.31%
View complete list of ISHARES TR shareholders