ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 89 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,755 | -4.5% | 1,166 | 0.0% | 0.00% | – |
| Q2 2023 | $54,215 | -11.5% | 1,166 | -10.4% | 0.00% | – |
| Q1 2023 | $61,284 | +2.5% | 1,301 | 0.0% | 0.00% | – |
| Q4 2022 | $59,766 | +1.3% | 1,301 | 0.0% | 0.00% | – |
| Q3 2022 | $59,000 | -15.7% | 1,301 | -11.0% | 0.00% | – |
| Q2 2022 | $70,000 | -2.8% | 1,461 | +1.7% | 0.00% | – |
| Q1 2022 | $72,000 | -7.7% | 1,436 | 0.0% | 0.00% | – |
| Q4 2021 | $78,000 | – | 1,436 | – | 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% |