ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 99 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,625,466 | -0.7% | 77,900 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $3,652,731 | -0.7% | 77,900 | 0.0% | 0.00% | -33.3% |
| Q4 2023 | $3,679,217 | +4.7% | 77,900 | 0.0% | 0.00% | -25.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Francis Financial, Inc. | 326,312 | $15,186,561 | 4.60% |
| Laurel Wealth Planning LLC | 56,507 | $2,630 | 1.83% |
| ROBINSON SMITH WEALTH ADVISORS LLC | 25,715 | $1,196,791 | 1.05% |
| Stewardship Advisors, LLC | 53,590 | $2,494,079 | 0.82% |
| Invera Wealth Advisors, LLC | 12,825 | $602,134 | 0.62% |
| Better Money Decisions, LLC | 15,650 | $728,361 | 0.55% |
| Shotwell Rutter Baer Inc | 13,202 | $616,929 | 0.55% |
| Private Wealth Management Group, LLC | 24,662 | $1,147,770 | 0.50% |
| Blue Barn Wealth, LLC | 19,123 | $889,984 | 0.50% |
| Omega Financial Group, LLC | 16,349 | $760,905 | 0.31% |