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 | $6,170,535 | +19.2% | 136,728 | +22.9% | 0.00% | 0.0% |
| Q2 2023 | $5,175,920 | +8.9% | 111,224 | +10.2% | 0.00% | – |
| Q1 2023 | $4,750,811 | +5.8% | 100,887 | +3.3% | 0.00% | -100.0% |
| Q4 2022 | $4,488,465 | -17.9% | 97,639 | -18.6% | 0.00% | 0.0% |
| Q3 2022 | $5,464,000 | +12.1% | 119,902 | +17.4% | 0.00% | 0.0% |
| Q2 2022 | $4,876,000 | +28.1% | 102,098 | +35.7% | 0.00% | – |
| Q1 2022 | $3,806,000 | -5.5% | 75,233 | +1.4% | 0.00% | – |
| Q4 2021 | $4,026,000 | +3.6% | 74,189 | +4.8% | 0.00% | – |
| Q3 2021 | $3,885,000 | -1.1% | 70,814 | -1.3% | 0.00% | – |
| Q2 2021 | $3,929,000 | +1.6% | 71,776 | +1.5% | 0.00% | – |
| Q1 2021 | $3,867,000 | +7.8% | 70,748 | +11.0% | 0.00% | – |
| Q4 2020 | $3,586,000 | +10.5% | 63,739 | +9.2% | 0.00% | – |
| Q3 2020 | $3,244,000 | +89.8% | 58,365 | +86.9% | 0.00% | – |
| Q2 2020 | $1,709,000 | +437.4% | 31,229 | +421.5% | 0.00% | – |
| Q1 2020 | $318,000 | +37.7% | 5,988 | +39.3% | 0.00% | – |
| Q4 2019 | $231,000 | +181.7% | 4,300 | +191.5% | 0.00% | – |
| Q3 2019 | $82,000 | +43.9% | 1,475 | +41.8% | 0.00% | – |
| Q2 2019 | $57,000 | +159.1% | 1,040 | +150.0% | 0.00% | – |
| Q1 2019 | $22,000 | – | 416 | – | 0.00% | – |
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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% |