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 123 institutions that hold shares in the stock, with a total of 6.94 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
20,307
shares
|
$950,164
1.02% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
19,428
shares
|
$909,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
19,314
shares
|
$903,702
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
19,257
shares
|
$901,035
0.48% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
18,031
shares
|
$843,670
0.0% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
17,257
shares
|
$807,455
0.13% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
17,003
shares
|
$795,570
0.1% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
16,333
shares
|
$764,221
0.29% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
16,328
shares
|
$763,987
0.03% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
15,940
shares
|
$745,832
0.02% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Apr 08, 2025 Q1 2025 |
15,849
shares
|
$741,574
0.66% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
15,750
shares
|
$736,942
0.5% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
15,607
shares
|
$730,251
0.0% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,753
shares
|
$690,292
0.1% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
14,039
shares
|
$656,884
0.08% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
14,024
shares
|
$656,182
0.0% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
13,772
shares
|
$644,391
0.0% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
13,732
shares
|
$642,520
0.07% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
13,359
shares
|
$625,067
0.19% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,156
shares
|
$615,569
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
13,106
shares
|
$613,229
0.08% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,944
shares
|
$605,649
0.1% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
12,132
shares
|
$567,656
0.01% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,302
shares
|
$528,820
0.0% of portfolio
|
Q4 2024
Reduced 6.85%
|