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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Who bought or sold Ishares Tr fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Empower Advisory Group | 955k | $46M | 1% | Sep 2024 |
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Envestnet Asset Management | 591k | $29M | 17% | Sep 2024 |
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Mercer Global Advisors | 422k | $20M | 18% | Jun 2024 |
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Francis Financial | 342k | $17M | 5% | Sep 2024 |
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Bank of America Corporation | 243k | $12M | 3% | Sep 2024 |
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Royal Bank of Canada | 195k | $9.4M | 4% | Sep 2024 |
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LPL Financial | 146k | $7.0M | 8% | Sep 2024 |
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Creative Planning | 115k | $5.6M | 2% | Sep 2024 |
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Cetera Investment Advisers | 94k | $4.4M | 2% | Jun 2024 |
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Hsbc Holdings | 78k | $3.6M | 0% | Jun 2024 |
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Bank of New York Mellon | 73k | $3.5M | 3% | Sep 2024 |
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Laurel Wealth Planning | 56k | $2.7M | -1% | Sep 2024 |
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Stewardship Advisors | 52k | $2.5M | -3% | Sep 2024 |
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Assetmark | 52k | $2.5M | 10% | Sep 2024 |
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Envestnet Portfolio Solutions | 37k | $1.8M | 5% | Sep 2024 |
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Pathstone Holdings | 36k | $1.7M | 33% | Sep 2024 |
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Commonwealth Equity Services | 33k | $1.6M | 2% | Sep 2024 |
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Raymond James Financial Services Advisors | 32k | $1.6M | 26% | Sep 2024 |
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Bank Julius Baer & Co. Ltd, Zurich | 32k | $1.6M | 100% | Jun 2024 |
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Private Wealth Management Group | 27k | $1.3M | 12% | Sep 2024 |
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HighTower Advisors | 25k | $1.2M | -22% | Jun 2024 |
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Advisory Services Network | 22k | $757k | 0% | Sep 2024 |
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Walkner Condon Financial Advisors | 22k | $1.0M | -8% | Sep 2024 |
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Blue Barn Wealth | 19k | $924k | 0% | Sep 2024 |
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Franklin Resources | 18k | $849k | 0% | Sep 2024 |
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Lido Advisors | 18k | $820k | 5% | Jun 2024 |
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Wealthfront Advisers | 17k | $823k | -1% | Sep 2024 |
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Tanager Wealth Management | 17k | $822k | 30% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 17k | $801k | -17% | Sep 2024 |
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Invera Wealth Advisors | 16k | $775k | 28% | Sep 2024 |
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Omega Financial Group | 16k | $777k | -2% | Sep 2024 |
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Dynamic Advisors Solutions | 16k | $775k | -3% | Sep 2024 |
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Brio Consultants | 15k | $722k | 6% | Sep 2024 |
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PrairieView Partners | 14k | $680k | 47% | Sep 2024 |
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Johnson Financial | 14k | $679k | 3% | Sep 2024 |
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Shotwell Rutter Baer | 14k | $664k | 5% | Sep 2024 |
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Atria Wealth Solutions | 14k | $658k | 1% | Sep 2024 |
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Kestra Private Wealth Services | 13k | $639k | 0% | Sep 2024 |
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Vontobel Holding | 13k | $634k | 3% | Sep 2024 |
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Aprio Wealth Management | 13k | $618k | 0% | Sep 2024 |
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Better Money Decisions | 13k | $617k | -18% | Sep 2024 |
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Falcon Wealth Planning | 12k | $596k | 28% | Sep 2024 |
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Advisor Group Holdings | 12k | $587k | -41% | Sep 2024 |
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Sound View Wealth Advisors Group | 11k | $534k | 100% | Sep 2024 |
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Morgan Stanley | 11k | $999k | 0% | Jun 2024 |
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Carr Financial Group Corp | 10k | $496k | 1% | Sep 2024 |
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Northwest & Ethical Investments | 10k | $466k | 100% | Jun 2024 |
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Cardinal Point Capital Management, ULC | 8.8k | $428k | 1% | Sep 2024 |
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Summit Investment Advisors | 8.6k | $416k | 2% | Sep 2024 |
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Thrivent Financial for Lutherans | 8.4k | $407k | 2% | Sep 2024 |
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PFG Investments | 7.7k | $360k | -1% | Jun 2024 |
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Mml Investors Services | 7.3k | $354k | -1% | Sep 2024 |
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JFG Wealth Management | 7.3k | $353k | 20% | Sep 2024 |
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Kestra Advisory Services | 6.5k | $312k | -23% | Sep 2024 |
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Equita Financial Network | 6.3k | $304k | 33% | Sep 2024 |
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Berger Financial Group | 6.0k | $292k | -65% | Sep 2024 |
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LFA - Lugano Financial Advisors SA | 6.0k | $288k | 0% | Sep 2024 |
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KilterHowling | 5.7k | $275k | 7% | Sep 2024 |
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First National Corp | 5.1k | $249k | 100% | Sep 2024 |
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CWM | 5.1k | $246k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 5.1k | $244k | 7% | Sep 2024 |
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Perigon Wealth Management | 4.9k | $239k | 100% | Sep 2024 |
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Congress Wealth Management LLC / DE / | 4.8k | $234k | 100% | Sep 2024 |
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Elevated Capital Advisors | 4.7k | $227k | 0% | Sep 2024 |
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Sanctuary Advisors | 4.5k | $207k | 100% | Jun 2024 |
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Principal Securities | 4.2k | $202k | 21% | Sep 2024 |
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Atlantic Trust | 4.1k | $197k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 2.9k | $141k | 100% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 2.9k | $141k | 1% | Sep 2024 |
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Emerald Investment Partners | 2.4k | $118k | -1% | Sep 2024 |
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Continuum Advisory | 2.4k | $112k | 1% | Sep 2024 |
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Morton Brown Family Wealth | 2.1k | $100k | 0% | Sep 2024 |
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Sachetta | 2.0k | $96k | 0% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 1.6k | $79k | 0% | Sep 2024 |
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Clarity Asset Management | 1.6k | $78k | -54% | Sep 2024 |
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Richardson Financial Services | 1.5k | $72k | 103% | Sep 2024 |
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Trust | 1.4k | $68k | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 1.4k | $64k | 543% | Jun 2024 |
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WFA of San Diego | 1.3k | $65k | 100% | Sep 2024 |
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Bbjs Financial Advisors | 1.1k | $53k | 0% | Sep 2024 |
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CBIZ Investment Advisory Services | 1.0k | $51k | 1% | Sep 2024 |
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Smithfield Trust Company | 920.00 | $44k | 0% | Sep 2024 |
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Hartland & Co | 821.00 | $40k | 0% | Sep 2024 |
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Hanson McClain Advisors | 655.00 | $32k | 93% | Sep 2024 |
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National Bank Of Canada /fi/ | 555.00 | $27k | 0% | Sep 2024 |
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Archer Investment Corp | 463.00 | $22k | 0% | Sep 2024 |
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Pacifica Partners | 417.00 | $20k | 0% | Sep 2024 |
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Financial Perspectives | 344.00 | $17k | 1% | Sep 2024 |
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Foster Dykema Cabot & Partners | 276.00 | $13k | -77% | Sep 2024 |
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IFP Advisors | 239.00 | $11k | 100% | Jun 2024 |
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Fort Vancouver Investment Management | 161.00 | $7.8k | 0% | Sep 2024 |
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Bartlett & Co. Wealth Management | 115.00 | $5.6k | 0% | Sep 2024 |
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Mascoma Wealth Management | 108.00 | $5.2k | 0% | Sep 2024 |
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O'shaughnessy Asset Management | 95.00 | $4.5k | 0% | Sep 2024 |
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Larson Financial Group | 43.00 | $2.1k | 0% | Sep 2024 |
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Coston, McIsaac & Partners | 39.00 | $999.999000 | 0% | Sep 2024 |
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Signature Resources Capital Management | 34.00 | $1.6k | 0% | Sep 2024 |
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Dunhill Financial | 32.00 | $1.5k | 0% | Sep 2024 |
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Harbour Investments | 31.00 | $1.5k | 0% | Sep 2024 |
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Manchester Capital Management | 1.00 | $49.000000 | 0% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $32.000000 | 100% | Sep 2024 |
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Who sold out of Ishares Tr fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Robinson Smith Wealth Advisors | Jun 2024 | 26k | $1.2M |
Goldman Sachs Group | Mar 2024 | 22k | $1.0M |
Frank. Day | Jun 2024 | 16k | $728k |
Jane Street | Jun 2024 | 13k | $617k |
Flow Traders US | Jun 2024 | 13k | $588k |
Retirement Capital Strategies | Mar 2024 | 8.1k | $378k |
Gould Asset Management | Jun 2024 | 6.4k | $296k |
Halbert Hargrove Global Advisors | Jun 2024 | 4.5k | $211k |
Wealth Enhancement Advisory Services | Mar 2024 | 4.3k | $202k |
Scarborough Advisors | Jun 2024 | 465.00 | $22k |
Northwestern Mutual Wealth Management Company | Jun 2024 | 30.00 | $1.4k |
Bell Investment Advisors | Mar 2024 | 10.00 | $457.000000 |
Jpmorgan Chase & Co | Jun 2024 | 1.00 | $0 |