ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 89 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,250 | +2.4% | 27,690 | +5.5% | 0.00% | +50.0% |
| Q2 2023 | $1,221 | -14.5% | 26,238 | -13.5% | 0.00% | -33.3% |
| Q1 2023 | $1,428 | +36.1% | 30,340 | +32.9% | 0.00% | 0.0% |
| Q4 2022 | $1,049 | -99.9% | 22,837 | -50.4% | 0.00% | -40.0% |
| Q3 2022 | $2,097,000 | -11.4% | 46,018 | -7.2% | 0.01% | -16.7% |
| Q2 2022 | $2,367,000 | -6.3% | 49,563 | -0.7% | 0.01% | 0.0% |
| Q1 2022 | $2,526,000 | -15.3% | 49,934 | -9.2% | 0.01% | -14.3% |
| Q4 2021 | $2,983,000 | -26.3% | 54,978 | -25.4% | 0.01% | -30.0% |
| Q3 2021 | $4,045,000 | +37.5% | 73,726 | +37.2% | 0.01% | +42.9% |
| Q2 2021 | $2,941,000 | +20.7% | 53,735 | +20.5% | 0.01% | 0.0% |
| Q1 2021 | $2,437,000 | +12.1% | 44,582 | +15.3% | 0.01% | 0.0% |
| Q4 2020 | $2,174,000 | +13.6% | 38,656 | +12.2% | 0.01% | 0.0% |
| Q3 2020 | $1,914,000 | +19.9% | 34,446 | +18.1% | 0.01% | +16.7% |
| Q2 2020 | $1,596,000 | +14.2% | 29,174 | +10.8% | 0.01% | -14.3% |
| Q1 2020 | $1,397,000 | +20.8% | 26,339 | +22.2% | 0.01% | +75.0% |
| Q4 2019 | $1,156,000 | – | 21,556 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| NICOLA WEALTH MANAGEMENT LTD. | 215,000 | $11,769,000 | 1.21% |
| Stewardship Advisors, LLC | 50,658 | $2,773,000 | 1.04% |
| Blue Barn Wealth, LLC | 14,460 | $792,000 | 0.81% |
| Berger Financial Group, Inc | 56,941 | $3,117,000 | 0.56% |
| LFA - Lugano Financial Advisors SA | 10,000 | $547,000 | 0.34% |
| Mascoma Wealth Management LLC | 10,675 | $584,000 | 0.25% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 71,089 | $3,891,000 | 0.24% |
| Walkner Condon Financial Advisors LLC | 9,054 | $491,000 | 0.18% |
| Financial Architects, Inc | 17,149 | $939,000 | 0.14% |
| McClarren Financial Advisors, Inc. | 2,541 | $139,000 | 0.11% |