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 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $331 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
13,383
shares
|
$641,313
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
13,359
shares
|
$640,163
0.19% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
13,199
shares
|
$632,496
0.02% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
13,158
shares
|
$630,531
0.04% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
12,614
shares
|
$604,462
0.04% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
11,786
shares
|
$564,785
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
11,319
shares
|
$542,406
0.33% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,137
shares
|
$533,685
0.0% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
9,943
shares
|
$476,468
0.0% of portfolio
|
Q2 2025
Reduced 10.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
9,469
shares
|
$453,754
0.01% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,373
shares
|
$449,154
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
8,668
shares
|
$415,370
0.01% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 31, 2025 Q3 2025 |
8,225
shares
|
$394,142
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
8,176
shares
|
$391,793
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
8,117
shares
|
$388,966
0.18% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
8,025
shares
|
$384,558
0.0% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,898
shares
|
$378,472
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
7,283
shares
|
$349,001
0.0% of portfolio
|
Q2 2025
Reduced 16.82%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
6,970
shares
|
$334,002
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
6,889
shares
|
$330,120
0.0% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
6,538
shares
|
$313,300
0.0% of portfolio
|
Q2 2025
Reduced 42.14%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
6,000
shares
|
$287,520
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
5,888
shares
|
$282,152
0.06% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
5,738
shares
|
$274,964
0.09% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,719
shares
|
$274,054
0.0% of portfolio
|
Q2 2025
Added 28.0%
|