Institutional Ownership Ishares Trust Ishares Usd Gre (BGRN)
This table provides information about the institutional ownership of Ishares Trust Ishares Usd Gre (BGRN). We have compiled data on the 125 institutions that hold shares in the stock, with a total of 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,293,055
shares
|
$60.7 Million
0.14% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,001,894
shares
|
$47 Million
0.16% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
906,103
shares
|
$42.5 Million
0.2% of portfolio
|
Q4 2022
Added 3.59%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
639,128
shares
|
$30 Million
0.01% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
604,440
shares
|
$28.4 Million
0.07% of portfolio
|
Q4 2024
Added 14.68%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
345,030
shares
|
$16.2 Million
4.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
237,608
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
215,113
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
Added 10.15%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
150,566
shares
|
$7.07 Million
0.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
119,174
shares
|
$5.59 Million
0.01% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
109,404
shares
|
$5.13 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
90,204
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,074
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
72,602
shares
|
$3.41 Million
0.06% of portfolio
|
Q2 2023
Added 4.99%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
69,600
shares
|
$3.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
59,139
shares
|
$2.78 Million
0.01% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
57,766
shares
|
$2.71 Million
1.74% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
36,933
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
32,409
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,300
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
31,897
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
30,490
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
26,848
shares
|
$1.26 Million
0.48% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
25,107
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
22,208
shares
|
$1.04 Million
0.22% of portfolio
|
Q4 2024
Added 2.74%
|