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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 96,846 | $4,413,000 | 1.91% |
| Laurel Wealth Planning LLC | 46,535 | $2,121,000 | 1.56% |
| Blue Barn Wealth, LLC | 15,797 | $720,000 | 0.51% |
| Better Money Decisions, LLC | 8,514 | $388,000 | 0.38% |
| Berger Financial Group, Inc | 41,198 | $1,877,000 | 0.28% |
| KilterHowling LLC | 5,028 | $229,119 | 0.28% |
| Walkner Condon Financial Advisors LLC | 16,903 | $770,000 | 0.25% |
| Omega Financial Group, LLC | 10,292 | $469,000 | 0.24% |
| Mascoma Wealth Management LLC | 14,819 | $675,000 | 0.23% |
| Personal Capital Advisors Corp | 874,706 | $39,860,000 | 0.22% |