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 128 institutions that hold shares in the stock, with a total of 7.14 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
25,219
shares
|
$1.2 Million
0.44% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
23,443
shares
|
$1.11 Million
0.23% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
22,758
shares
|
$1.08 Million
1.34% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
20,425
shares
|
$969,983
0.51% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
19,507
shares
|
$926,387
0.01% of portfolio
|
Q1 2025
Added 48.27%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
19,472
shares
|
$924,725
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,456
shares
|
$876,475
0.02% of portfolio
|
Q1 2024
Reduced 60.77%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
18,159
shares
|
$862,370
0.0% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Brio Consultants, LLC
|
Jul 07, 2025 Q1 2025 |
18,075
shares
|
$858,381
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
17,710
shares
|
$841,047
0.32% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
17,189
shares
|
$816,305
0.03% of portfolio
|
Q4 2024
Added 7.1%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
16,959
shares
|
$805,382
0.03% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
15,750
shares
|
$747,967
0.5% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Shotwell Rutter Baer Inc
Lansing, MI |
Jul 07, 2025 Q2 2025 |
15,693
shares
|
$745,260
0.51% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
15,399
shares
|
$731,298
0.08% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
14,753
shares
|
$700,619
0.1% of portfolio
|
Q2 2023
Reduced 6.3%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
14,690
shares
|
$697,628
0.08% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
14,459
shares
|
$686,657
0.07% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
14,028
shares
|
$666,189
0.07% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
13,675
shares
|
$649,425
0.0% of portfolio
|
Q1 2025
Reduced 12.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,605
shares
|
$646,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
13,518
shares
|
$641,969
0.09% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
13,359
shares
|
$634,418
0.19% of portfolio
|
Q1 2023
Reduced 0.57%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
13,041
shares
|
$619,317
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
11,786
shares
|
$559,717
0.0% of portfolio
|
Q1 2025
Reduced 14.42%
|