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 7.24 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
24,969
shares
|
$1.2 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
24,602
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 26.35%
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
22,758
shares
|
$1.1 Million
1.34% of portfolio
|
Q1 2025
Added 12.07%
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
21,188
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 3.74%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
20,600
shares
|
$993,126
0.19% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
20,344
shares
|
$980,784
0.0% of portfolio
|
Q2 2025
Reduced 23.46%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
20,301
shares
|
$978,711
0.0% of portfolio
|
Q2 2025
Reduced 46.22%
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
19,096
shares
|
$920,618
0.02% of portfolio
|
Q2 2025
Added 3.47%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
18,354
shares
|
$884,846
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
18,083
shares
|
$871,781
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
18,062
shares
|
$870,769
0.31% of portfolio
|
Q2 2025
Added 1.99%
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,959
shares
|
$817,593
0.03% of portfolio
|
Q2 2025
Added 3.86%
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
16,112
shares
|
$776,759
0.47% of portfolio
|
Q2 2025
Added 2.3%
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
15,693
shares
|
$756,559
0.51% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
15,399
shares
|
$742,385
0.08% of portfolio
|
Q2 2025
Added 32.5%
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
14,915
shares
|
$719,052
0.07% of portfolio
|
Q2 2025
Added 3.15%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,753
shares
|
$711,242
0.1% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
14,690
shares
|
$708,204
0.08% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
14,272
shares
|
$688,053
0.03% of portfolio
|
Q2 2025
New holding
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,051
shares
|
$677,398
0.08% of portfolio
|
Q2 2025
Added 3.94%
|
|
Johnson Financial Group, LLC
Denver, CO |
Aug 11, 2025 Q2 2025 |
14,028
shares
|
$676,289
0.06% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,551
shares
|
$653,293
0.0% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,383
shares
|
$645,194
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
13,359
shares
|
$644,037
0.19% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,199
shares
|
$636,323
0.02% of portfolio
|
Q2 2025
Added 1.21%
|