ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 58 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,205 | +0.9% | 17,997 | +4.1% | 0.02% | 0.0% |
| Q2 2023 | $804,704 | -0.4% | 17,292 | +0.8% | 0.02% | -4.2% |
| Q1 2023 | $807,934 | +14.1% | 17,157 | +11.3% | 0.02% | -7.7% |
| Q4 2022 | $708,352 | -0.8% | 15,409 | -1.6% | 0.03% | -70.5% |
| Q3 2022 | $714,000 | +9.0% | 15,664 | +14.1% | 0.09% | +225.9% |
| Q2 2022 | $655,000 | -7.1% | 13,724 | -1.5% | 0.03% | +8.0% |
| Q1 2022 | $705,000 | +5.5% | 13,939 | +13.3% | 0.02% | +4.2% |
| Q4 2021 | $668,000 | +8.4% | 12,304 | +9.6% | 0.02% | 0.0% |
| Q3 2021 | $616,000 | +26.7% | 11,224 | +26.5% | 0.02% | +20.0% |
| Q2 2021 | $486,000 | -23.5% | 8,871 | -23.7% | 0.02% | -33.3% |
| Q1 2021 | $635,000 | – | 11,622 | – | 0.03% | – |
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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% |