Who owns Ishares Tr fund?
- Ticker: BGRN
- CUSIP Number: 46435u440
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr fund stock
Who bought or sold Ishares Tr fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Betterment | 995k | $47M | 2% | Dec 2023 |
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| Empower Advisory Group | 943k | $45M | -2% | Dec 2023 |
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| Francis Financial | 292k | $14M | 40% | Mar 2024 |
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| Mercer Global Advisors | 275k | $13M | 33% | Dec 2023 |
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| Royal Bank of Canada | 181k | $8.6M | 6% | Dec 2023 |
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| Bank of America Corporation | 169k | $8.0M | 23% | Dec 2023 |
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| Stewardship Advisors | 101k | $4.7M | 1% | Mar 2024 |
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| UBS Group | 81k | $3.8M | 56% | Dec 2023 |
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| Hsbc Holdings | 78k | $3.7M | 0% | Dec 2023 |
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| Bank of New York Mellon | 73k | $3.4M | -3% | Dec 2023 |
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| Creative Planning | 70k | $3.3M | 20% | Dec 2023 |
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| Bank Julius Baer & Co. Ltd, Zurich | 58k | $2.7M | -1% | Dec 2023 |
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| Laurel Wealth Planning | 55k | $2.6M | 5% | Mar 2024 |
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| Jane Street | 50k | $2.4M | -57% | Dec 2023 |
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| Assetmark | 39k | $1.8M | 36% | Dec 2023 |
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| Envestnet Portfolio Solutions | 35k | $1.7M | 100% | Dec 2023 |
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| HighTower Advisors | 34k | $1.6M | -5% | Dec 2023 |
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| Robinson Smith Wealth Advisors | 32k | $1.5M | 100% | Dec 2023 |
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| Flow Traders US | 30k | $1.4M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 28k | $1.3M | 1% | Dec 2023 |
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| Advisor Group Holdings | 28k | $1.3M | -21% | Dec 2023 |
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| Raymond James Financial Services Advisors | 26k | $1.2M | -6% | Mar 2024 |
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| Private Wealth Management Group | 23k | $1.1M | 100% | Dec 2023 |
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| Walkner Condon Financial Advisors | 21k | $988k | -5% | Mar 2024 |
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| Advisory Services Network | 21k | $734k | -16% | Dec 2023 |
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| Blue Barn Wealth | 19k | $905k | 0% | Dec 2023 |
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| CliftonLarsonAllen Wealth Advisors | 19k | $897k | 6% | Dec 2023 |
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| Berger Financial Group | 17k | $815k | 0% | Mar 2024 |
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| Franklin Resources | 17k | $818k | 1% | Dec 2023 |
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| Dynamic Advisors Solutions | 17k | $781k | -1% | Mar 2024 |
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| Wealthfront Advisers | 16k | $757k | 7% | Mar 2024 |
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| Omega Financial Group | 16k | $746k | 10% | Mar 2024 |
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| Vontobel Holding | 16k | $751k | 3% | Dec 2023 |
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| Better Money Decisions | 16k | $738k | -7% | Dec 2023 |
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| Carr Financial Group Corp | 15k | $690k | 0% | Dec 2023 |
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| Atria Wealth Solutions | 13k | $596k | -3% | Dec 2023 |
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| Retirement Capital Strategies | 13k | $595k | -2% | Dec 2023 |
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| Aprio Wealth Management | 12k | $571k | 4% | Mar 2024 |
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| Brio Consultants | 12k | $575k | 24% | Dec 2023 |
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| Johnson Financial | 12k | $575k | 16% | Dec 2023 |
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| Lido Advisors | 12k | $562k | -23% | Dec 2023 |
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| Tanager Wealth Management | 11k | $500k | 0% | Dec 2023 |
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| Cardinal Point Capital Management, ULC | 10k | $491k | -23% | Dec 2023 |
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| PrairieView Partners | 10k | $479k | -8% | Dec 2023 |
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| Falcon Wealth Planning | 9.0k | $424k | 7% | Mar 2024 |
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| PFG Investments | 7.8k | $368k | 100% | Mar 2024 |
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| Kestra Advisory Services | 7.8k | $368k | 5% | Dec 2023 |
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| Kestra Private Wealth Services | 7.4k | $349k | 6% | Dec 2023 |
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| Summit Investment Advisors | 7.3k | $343k | 1% | Dec 2023 |
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| Halbert Hargrove Global Advisors | 6.3k | $295k | 0% | Mar 2024 |
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| LFA - Lugano Financial Advisors SA | 6.0k | $281k | 0% | Dec 2023 |
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| KilterHowling | 5.4k | $254k | 7% | Dec 2023 |
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| Cambridge Investment Research Advisors | 5.3k | $252k | 20% | Dec 2023 |
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| Beacon Pointe Advisors | 5.2k | $246k | 100% | Dec 2023 |
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| JFG Wealth Management | 5.1k | $242k | 0% | Dec 2023 |
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| CWM | 5.0k | $234k | 66% | Mar 2024 |
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| Elevated Capital Advisors | 4.8k | $226k | 100% | Mar 2024 |
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| Carnegie Capital Asset Management | 4.3k | $205k | 100% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 4.3k | $202k | -46% | Mar 2024 |
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| Clarity Asset Management | 3.6k | $172k | 100% | Dec 2023 |
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| Principal Securities | 3.0k | $143k | 100% | Dec 2023 |
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| Emerald Investment Partners | 2.5k | $117k | -1% | Dec 2023 |
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| Morton Brown Family Wealth | 2.1k | $99k | 30% | Mar 2024 |
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| Sachetta | 1.9k | $92k | 100% | Dec 2023 |
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| Hartland & Co | 1.7k | $82k | 0% | Dec 2023 |
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| Trust | 1.4k | $67k | 2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 1.2k | $55k | 0% | Dec 2023 |
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| Bbjs Financial Advisors | 1.1k | $52k | 0% | Dec 2023 |
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| Smithfield Trust Company | 920.00 | $43k | 0% | Dec 2023 |
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| Dunhill Financial | 630.00 | $30k | 100% | Dec 2023 |
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| Mascoma Wealth Management | 493.00 | $23k | -2% | Dec 2023 |
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| Archer Investment Corp | 463.00 | $22k | 0% | Dec 2023 |
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| Scarborough Advisors | 457.00 | $22k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 339.00 | $16k | 185% | Dec 2023 |
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| Financial Perspectives | 338.00 | $16k | 1% | Mar 2024 |
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| Steward Partners Investment Advisory | 213.00 | $10k | 3450% | Dec 2023 |
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| Bartlett & Co. | 115.00 | $5.0k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 115.00 | $5.4k | 0% | Dec 2023 |
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| Geneos Wealth Management | 75.00 | $3.5k | 29% | Dec 2023 |
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| Farther Finance Advisors | 58.00 | $2.7k | 100% | Dec 2023 |
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| Signature Resources Capital Management | 55.00 | $2.6k | 0% | Mar 2024 |
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| Larson Financial Group | 42.00 | $2.0k | 0% | Dec 2023 |
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| Coston, McIsaac & Partners | 38.00 | $1.0k | 0% | Mar 2024 |
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| Wells Fargo & Company | 24.00 | $1.1k | 380% | Dec 2023 |
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| Bell Investment Advisors | 10.00 | $458.000000 | 0% | Dec 2023 |
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| Sandy Spring Bank | 2.00 | $95.000000 | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 1.00 | $47.000000 | 0% | Dec 2023 |
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Who sold out of Ishares Tr fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Shotwell Rutter Baer | Dec 2023 | 13k | $629k |
| Captrust Financial Advisors | Sep 2023 | 5.0k | $225k |
| Sheets Smith Wealth Management | Sep 2023 | 2.0k | $92k |
| Spire Wealth Management | Sep 2023 | 810.00 | $37k |
| Baker Avenue Asset Management | Sep 2023 | 740.00 | $33k |
| Grand Wealth Management | Sep 2023 | 143.00 | $6.5k |
| Tradition Wealth Management | Sep 2023 | 69.00 | $3.0k |
| GPS Wealth Strategies Group | Sep 2023 | 51.00 | $2.3k |