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 120 institutions that hold shares in the stock, with a total of 6.29 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,183,727
shares
|
$56.1 Million
0.14% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jul 25, 2024 Q2 2024 |
947,212
shares
|
$44.9 Million
0.16% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
906,103
shares
|
$42.9 Million
0.2% of portfolio
|
Q4 2022
Added 3.59%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
504,187
shares
|
$23.9 Million
0.01% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
421,688
shares
|
$20 Million
0.05% of portfolio
|
Q2 2024
Added 17.85%
|
|
|
Francis Financial, Inc.
New York, NY |
Jul 12, 2024 Q2 2024 |
326,312
shares
|
$15.5 Million
5.0% of portfolio
|
Q2 2024
Added 11.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
235,285
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2024
Added 18.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
187,339
shares
|
$8.88 Million
0.0% of portfolio
|
Q2 2024
Added 2.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
135,145
shares
|
$6.4 Million
0.0% of portfolio
|
Q2 2024
Added 5.33%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
115,079
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
93,948
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 12, 2024 Q2 2024 |
77,900
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2023
Reduced 2.01%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
72,602
shares
|
$3.44 Million
0.06% of portfolio
|
Q2 2023
Added 4.99%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
69,339
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.84%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Oct 28, 2024 Q3 2024 |
55,721
shares
|
$2.64 Million
1.76% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Stewardship Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
52,240
shares
|
$2.48 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
47,249
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2024
Added 20.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
35,535
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2024
Added 2.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
32,731
shares
|
$1.55 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
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 26.11%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2024 Q2 2024 |
31,630
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 45.65%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 14, 2024 Q2 2024 |
27,173
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
26,639
shares
|
$1.26 Million
0.51% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Jul 30, 2024 Q2 2024 |
25,715
shares
|
$1.22 Million
1.05% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
25,388
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.79%
|