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 | $3,513,290 | -2.8% | 77,900 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,615,339 | -3.4% | 77,900 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $3,743,703 | -6.6% | 79,500 | -8.8% | 0.00% | -20.0% |
| Q4 2022 | $4,008,584 | -2.5% | 87,200 | -3.3% | 0.01% | -28.6% |
| Q3 2022 | $4,110,000 | -4.6% | 90,200 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $4,308,000 | -5.6% | 90,200 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $4,563,000 | -11.4% | 90,200 | -5.0% | 0.01% | +20.0% |
| Q4 2021 | $5,149,000 | – | 94,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 166,946 | $7,534,273 | 3.93% |
| Stewardship Advisors, LLC | 110,524 | $4,987,948 | 1.95% |
| Laurel Wealth Planning LLC | 52,928 | $2,389 | 1.86% |
| Better Money Decisions, LLC | 16,855 | $760,660 | 0.67% |
| Blue Barn Wealth, LLC | 19,170 | $865,142 | 0.57% |
| Omega Financial Group, LLC | 15,463 | $697,828 | 0.34% |
| RETIREMENT CAPITAL STRATEGIES | 12,799 | $577,619 | 0.27% |
| Carr Financial Group Corp | 14,616 | $658,451 | 0.26% |
| Walkner Condon Financial Advisors LLC | 20,679 | $933,143 | 0.25% |
| LFA - Lugano Financial Advisors SA | 5,959 | $268,930 | 0.23% |