BGRN Institutional Ownership
iShares USD Green Bond ETF
1W: -0.6%
1M: -2.5%
3M: -4.0%
YTD: -4.4%
1Y: -4.4%
3Y: +11.2%
5Y: -3.8%
$45.45
-0.06 (-0.12%)
Weekly Expected Move ±0.6%
$45
$45
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — BGRN
147
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
333M
Total Invested
15
New Positions
68
Increased
35
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (150 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1,509,423 | 69M | +128,268 | +9.3% | 23Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,287,316 | 59M | +74,015 | +6.1% | 20Q | SEC ↗ |
| 3 | Empower Advisory Group, LLC | 1,158,380 | 53M | +57,405 | +5.2% | 14Q | SEC ↗ |
| 4 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILI NEW | 531,914 | 24M | — | +0.0% | 1Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 476,001 | 22M | +57,092 | +13.6% | 15Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 256,931 | 12M | +90 | +0.0% | 30Q | SEC ↗ |
| 7 | Francis Financial, Inc. | 254,794 | 12M | +6,387 | +2.6% | 15Q | SEC ↗ |
| 8 | LPL Financial LLC | 221,988 | 10M | +34,400 | +18.3% | 24Q | SEC ↗ |
| 9 | Impact Investors, Inc | 201,844 | 9M | +32,177 | +19.0% | 4Q | SEC ↗ |
| 10 | Creative Planning | 201,096 | 9M | +11,122 | +5.9% | 23Q | SEC ↗ |
| 11 | SEEDS INVESTOR LLC | 140,678 | 6M | +850 | +0.6% | 7Q | SEC ↗ |
| 12 | Atomic Invest LLC | 133,296 | 6M | +128,984 | +2991.3% | 1Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 119,432 | 5M | +6,669 | +5.9% | 22Q | SEC ↗ |
| 14 | ASSETMARK, INC | 100,388 | 5M | +17,794 | +21.5% | 28Q | SEC ↗ |
| 15 | Bank of New York Mellon Corp | 100,324 | 5M | +216 | +0.2% | 12Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 83,785 | 4M | +8,342 | +11.1% | 7Q | SEC ↗ |
| 17 | Laurel Wealth Planning LLC | 72,378 | 3M | +2,662 | +3.8% | 20Q | SEC ↗ |
| 18 | UBS Group AG | 71,769 | 3M | +831 | +1.2% | 29Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 64,685 | 3M | +402 | +0.6% | 13Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC | 52,006 | 2M | +39,881 | +328.9% | 2Q | SEC ↗ |
| 21 | Gateway Wealth Partners, LLC NEW | 51,724 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 48,578 | 2M | +1,736 | +3.7% | 22Q | SEC ↗ |
| 23 | Plum Street Advisors, LLC | 47,429 | 2M | +499 | +1.1% | 11Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 39,504 | 2M | +121 | +0.3% | 27Q | SEC ↗ |
| 25 | Pathstone Holdings, LLC | 36,187 | 2M | — | +0.0% | 5Q | SEC ↗ |
| 26 | Johnson Financial Group, LLC | 32,935 | 1M | +3,631 | +12.4% | 15Q | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 32,185 | 1M | +967 | +3.1% | 20Q | SEC ↗ |
| 28 | OSAIC HOLDINGS, INC. | 27,100 | 1M | +8,425 | +45.1% | 26Q | SEC ↗ |
| 29 | Brio Consultants, LLC | 27,083 | 1M | +657 | +2.5% | 16Q | SEC ↗ |
| 30 | Invera Wealth Advisors, LLC | 25,827 | 1M | +550 | +2.2% | 9Q | SEC ↗ |
| 31 | JONES FINANCIAL COMPANIES LLLP | 25,764 | 1M | +10,759 | +71.7% | 9Q | SEC ↗ |
| 32 | Equita Financial Network, Inc. | 25,643 | 1M | +2,389 | +10.3% | 9Q | SEC ↗ |
| 33 | Envestnet Portfolio Solutions, Inc. | 24,576 | 1M | +1,702 | +7.4% | 12Q | SEC ↗ |
| 34 | Modern Wealth Management, LLC | 23,842 | 1M | +2,061 | +9.5% | 7Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 22,305 | 1M | +7,456 | +50.2% | 7Q | SEC ↗ |
| 36 | Private Wealth Management Group, LLC | 21,250 | 966K | -5,946 | -21.9% | 11Q | SEC ↗ |
| 37 | ZEVIN ASSET MANAGEMENT LLC | 20,555 | 934K | -56 | -0.3% | 3Q | SEC ↗ |
| 38 | HighTower Advisors, LLC | 19,567 | 889K | +827 | +4.4% | 19Q | SEC ↗ |
| 39 | Midwest Financial Partners Investments | 18,921 | 860K | -82 | -0.4% | 3Q | SEC ↗ |
| 40 | Bank Julius Baer & Co. Ltd, Zurich | 18,700 | 850K | — | +0.0% | 23Q | SEC ↗ |
| 41 | Omega Financial Group, LLC | 18,664 | 848K | -131 | -0.7% | 19Q | SEC ↗ |
| 42 | Walkner Condon Financial Advisors LLC | 18,276 | 831K | +334 | +1.9% | 18Q | SEC ↗ |
| 43 | Falcon Wealth Planning | 17,891 | 813K | -2,321 | -11.5% | 15Q | SEC ↗ |
| 44 | Livet Wealth, LLC | 17,621 | 801K | +987 | +5.9% | 3Q | SEC ↗ |
| 45 | Shotwell Rutter Baer Inc | 17,361 | 789K | +816 | +4.9% | 9Q | SEC ↗ |
| 46 | Compound Planning, Inc. | 17,174 | 780K | +209 | +1.2% | 6Q | SEC ↗ |
| 47 | FRANKLIN RESOURCES INC | 17,044 | 775K | +182 | +1.1% | 15Q | SEC ↗ |
| 48 | PRINCIPAL SECURITIES, INC. | 16,530 | 751K | +1,624 | +10.9% | 11Q | SEC ↗ |
| 49 | Dynamic Advisor Solutions LLC | 16,440 | 747K | -400 | -2.4% | 15Q | SEC ↗ |
| 50 | Tanager Wealth Management LLP | 15,090 | 686K | +237 | +1.6% | 19Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 531,914 | 24M |
| Gateway Wealth Partners, LLC | 51,724 | 2M |
| Thrivent Financial for Lutherans | 14,542 | 661K |
| CAPTRUST FINANCIAL ADVISORS | 8,580 | 390K |
| Arax Advisory Partners | 6,641 | 302K |
| FIDUCIARY FINANCIAL ADVISORS | 6,181 | 281K |
| COREPATH WEALTH PARTNERS LLC | 6,097 | 277K |
| First Affirmative Financial Network | 5,817 | 264K |
| ZENITH SOLUTIONS, INC. | 5,494 | 250K |
| Storen Legacy Partners, LLC | 5,422 | 246K |
| Integrated Wealth Concepts LLC | 2,245 | 102K |
| IFG Advisory, LLC | 1,100 | 50K |
| Quantum Portfolio Management LLC | 450 | 20K |
| Oakmont Advisory Group, LLC | 247 | 11K |
| Brooklyn FI, LLC | 120 | 5K |
| RMG Wealth Management LLC | 21 | 1K |
Sold Out (14)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 12,792 | 581K |
| Mariner, LLC | 12,104 | 550K |
| Archer Investment Management, LLC | 11,382 | 517K |
| GOLDMAN SACHS GROUP INC | 7,920 | 360K |
| Lido Advisors, LLC | 7,064 | 321K |
| EP Wealth Advisors, LLC | 5,657 | 257K |
| Clarity Asset Management, Inc. | 2,809 | 128K |
| WealthShield Partners, LLC | 2,248 | 102K |
| Advisory Services Network, LLC | 1,834 | 83K |
| Steward Partners Investment Advisor | 1,495 | 68K |
| WFA of San Diego, LLC | 1,341 | 61K |
| Scarborough Advisors, LLC | 439 | 20K |
| Western Wealth Management, LLC | 318 | 14K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 97 | 4K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Atomic Invest LLC | +128,984 | +2991.3% | 133,296 |
| Betterment LLC | +128,268 | +9.3% | 1,509,423 |
| MERCER GLOBAL ADVISORS INC /ADV | +74,015 | +6.1% | 1,287,316 |
| Empower Advisory Group, LLC | +57,405 | +5.2% | 1,158,380 |
| BANK OF AMERICA CORP /DE | +57,092 | +13.6% | 476,001 |
| JANE STREET GROUP, LLC | +39,881 | +328.9% | 52,006 |
| LPL Financial LLC | +34,400 | +18.3% | 221,988 |
| Impact Investors, Inc | +32,177 | +19.0% | 201,844 |
| ASSETMARK, INC | +17,794 | +21.5% | 100,388 |
| Creative Planning | +11,122 | +5.9% | 201,096 |
| JONES FINANCIAL COMPANIES LLLP | +10,759 | +71.7% | 25,764 |
| OSAIC HOLDINGS, INC. | +8,425 | +45.1% | 27,100 |
| RAYMOND JAMES FINANCIAL INC | +8,342 | +11.1% | 83,785 |
| NewEdge Advisors, LLC | +7,456 | +50.2% | 22,305 |
| ENVESTNET ASSET MANAGEMENT INC | +6,669 | +5.9% | 119,432 |
| Francis Financial, Inc. | +6,387 | +2.6% | 254,794 |
| Johnson Financial Group, LLC | +3,631 | +12.4% | 32,935 |
| Values Added Financial LLC | +3,520 | +66.1% | 8,849 |
| Laurel Wealth Planning LLC | +2,662 | +3.8% | 72,378 |
| Equita Financial Network, Inc. | +2,389 | +10.3% | 25,643 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Private Wealth Management Group, LL | -5,946 | -21.9% | 21,250 |
| Savant Capital, LLC | -4,643 | -33.7% | 9,115 |
| Kestra Advisory Services, LLC | -2,932 | -29.6% | 6,968 |
| Aprio Wealth Management, LLC | -2,625 | -21.4% | 9,656 |
| Falcon Wealth Planning | -2,321 | -11.5% | 17,891 |
| Farther Finance Advisors, LLC | -1,477 | -60.5% | 965 |
| AMERIPRISE FINANCIAL INC | -1,317 | -8.4% | 14,363 |
| WELLS FARGO & COMPANY/MN | -1,232 | -99.9% | 1 |
| XY Planning Network, Inc. | -1,227 | -9.4% | 11,839 |
| Vontobel Holding Ltd. | -887 | -7.5% | 10,899 |
| Federation des caisses Desjardins d | -875 | -58.1% | 630 |
| GWN SECURITIES INC. | -871 | -12.7% | 6,002 |
| Signature Resources Capital Managem | -473 | -41.8% | 658 |
| Sound View Wealth Advisors Group, L | -406 | -3.2% | 12,360 |
| Dynamic Advisor Solutions LLC | -400 | -2.4% | 16,440 |
| KilterHowling LLC | -345 | -4.4% | 7,496 |
| CWM, LLC | -338 | -26.2% | 950 |
| Allworth Financial LP | -188 | -61.2% | 119 |
| Omega Financial Group, LLC | -131 | -0.7% | 18,664 |
| Midwest Financial Partners Investme | -82 | -0.4% | 18,921 |