ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,324 | +42.5% | 206,605 | +47.0% | 0.04% | +34.6% |
| Q2 2023 | $6,542 | +31.4% | 140,579 | +33.0% | 0.03% | +13.0% |
| Q1 2023 | $4,978 | +127.9% | 105,721 | +122.5% | 0.02% | +109.1% |
| Q4 2022 | $2,184 | -99.9% | 47,506 | +37.1% | 0.01% | +22.2% |
| Q3 2022 | $1,579,000 | +131.9% | 34,643 | +142.8% | 0.01% | +125.0% |
| Q2 2022 | $681,000 | +16.6% | 14,269 | +23.5% | 0.00% | +33.3% |
| Q1 2022 | $584,000 | +22.7% | 11,550 | +31.7% | 0.00% | 0.0% |
| Q4 2021 | $476,000 | -3.1% | 8,770 | -1.9% | 0.00% | 0.0% |
| Q3 2021 | $491,000 | – | 8,943 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stewardship Advisors, LLC | 48,213 | $2,698,000 | 1.35% |
| NICOLA WEALTH MANAGEMENT LTD. | 120,000 | $6,671,000 | 0.95% |
| LFA - Lugano Financial Advisors SA | 10,000 | $551,000 | 0.51% |
| FundX Investment Group, LLC | 23,218 | $1,291,000 | 0.50% |
| RETIREMENT CAPITAL STRATEGIES | 9,818 | $549,000 | 0.25% |
| Financial Architects, Inc | 14,547 | $809,000 | 0.18% |
| Watson Rebecca | 5,402 | $300,000 | 0.18% |
| JFG Wealth Management, LLC | 3,116 | $173,218,000 | 0.12% |
| Epstein & White Financial LLC | 5,763 | $320,000 | 0.11% |
| Vanguard Personalized Indexing Management, LLC | 4,228 | $235,000 | 0.07% |