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 | $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 ↓ |
|---|---|---|---|
| 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% |