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 113 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,216,146
shares
|
$57.3 Million
0.14% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
954,740
shares
|
$44.9 Million
0.16% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
906,103
shares
|
$42.7 Million
0.2% of portfolio
|
Q4 2022
Added 3.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
590,859
shares
|
$27.8 Million
0.01% of portfolio
|
Q3 2024
Added 17.19%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
527,055
shares
|
$24.8 Million
0.06% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 01, 2024 Q3 2024 |
342,416
shares
|
$16.1 Million
4.81% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
242,871
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
195,286
shares
|
$9.19 Million
0.0% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
145,765
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
115,079
shares
|
$5.42 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
90,856
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
77,900
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
72,650
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
72,602
shares
|
$3.42 Million
0.06% of portfolio
|
Q2 2023
Added 4.99%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
55,721
shares
|
$2.62 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,240
shares
|
$2.46 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
52,021
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
37,249
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
36,187
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 33.17%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,731
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
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
|
Nov 14, 2024 Q3 2024 |
29,693
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
26,639
shares
|
$1.25 Million
0.51% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,204
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
21,630
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2024
Added 0.46%
|