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Disclosery

BGRN ISHARES TR

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SHS (fund)

132 managers (134 13F filers) reported a position in BGRN shares at 2026-06-30, 8,119,625 shares in all. 14 filers opened a position and 11 filers sold out during the quarter.

Managers
132
13F filers
134
New
14
Added
68
Reduced
23
Sold out
11
Shares held by filers
8,119,625

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Betterment LLC1,509,423$71.7M0.12%+128,26813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,287,316$61.1M0.08%+74,01513F-HR/ATimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,158,380$55M0.13%+57,40513F-HRTimelineGroup
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…531,914$43.5M24.25%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/476,001$22.6M<0.01%+57,09213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA256,931$12.2M<0.01%+9013F-HRTimelineGroup
Francis Financial, Inc.254,794$12.1M1.98%+6,38713F-HRTimeline
LPL Financial LLC221,988$10.5M<0.01%+34,40013F-HRTimeline
Impact Investors, Inc201,844$9.58M7.01%+32,17713F-HRTimeline
Creative Planningin group Creative Planning201,096$9.55M0.01%+11,12213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding144,008$6.84M+8,371Timeline
SEEDS INVESTOR LLC140,678$6.68M0.69%+85013F-HRTimeline
Atomic Invest LLC133,296$6.35M0.56%+128,98413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC100,388$4.77M0.01%+17,79413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,324$4.76M<0.01%+21613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC83,785$3.98M<0.01%+8,34213F-HRTimelineGroup
Laurel Wealth Planning LLC72,378$3.44M1.52%+2,66213F-HRTimeline
UBS Group AGin group UBS Group AG71,769$3.41M<0.01%+83113F-HRTimelineGroup
Cetera Investment Advisers64,685$3.07M<0.01%+40213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,006$2.47M<0.01%+39,88113F-HRTimelineGroup
Gateway Wealth Partners, LLC51,724$2.46M0.15%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC48,578$2.31M0.03%+1,73613F-HRTimeline
Plum Street Advisors, LLC47,429$2.25M0.72%+49913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,504$1.88M<0.01%+12113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,187$1.72M0.01%013F-HRTimelineGroup
Johnson Financial Group, LLC32,935$1.56M0.08%+3,63113F-HRTimeline
Wealthfront Advisers LLC32,185$1.53M<0.01%+96713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,100$1.29M<0.01%+8,42513F-HRTimelineGroup
Brio Consultants, LLC27,083$1.29M0.15%+65713F-HRTimeline
Invera Wealth Advisors, LLC25,827$1.23M0.66%+55013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,764$1.23M<0.01%+10,75913F-HRTimelineGroup
Equita Financial Network, Inc.25,643$1.22M0.34%+2,38913F-HRTimeline
Modern Wealth Management, LLC23,842$1.13M0.01%+2,06113F-HRTimeline
NewEdge Advisors, LLC22,305$1.06M<0.01%+7,45613F-HRTimeline
Private Wealth Management Group, LLC21,250$1.01M0.23%-5,94613F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC20,555$976K0.14%-5613F-HRTimeline
HighTower Advisors, LLC19,567$929K<0.01%+82713F-HRTimeline
Midwest Financial Partners Investments,…18,921$898K0.37%-8213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich18,700$888K<0.01%013F-HRTimeline
Omega Financial Group, LLC18,664$886K0.27%-13113F-HRTimeline
Walkner Condon Financial Advisors LLC18,276$868K0.1%+33413F-HRTimeline
Falcon Wealth Planning17,891$849K0.05%-2,32113F-HRTimeline
Livet Wealth, LLC17,621$837K0.48%+98713F-HRTimeline
Shotwell Rutter Baer Inc17,361$824K0.45%+81613F-HRTimeline
Compound Planning, Inc.17,174$815K0.02%+20913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources17,044$809K<0.01%+18213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,530$785K0.01%+1,62413F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,440$780K0.02%-40013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,971$758K-2,878Timeline
Tanager Wealth Management LLP15,090$716K0.06%+23713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,542$690K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,363$682K<0.01%-1,31713F-HRTimelineGroup
Cardinal Point Capital Management ULC13,841$657K0.04%+313F-HRTimeline
Sound View Wealth Advisors Group, LLC12,360$587K0.04%-40613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,180$578K<0.01%+33313F-HRTimelineGroup
XY Planning Network, Inc.11,839$562K0.07%-1,22713F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…11,577$550K0.01%+86013F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.10,899$517K<0.01%-88713F-HRTimelineGroup
Aprio Wealth Management, LLC9,656$458K0.02%-2,62513F-HRTimeline
Savant Capital, LLC9,115$433K<0.01%-4,64313F-HRTimeline
Values Added Financial LLC8,849$420K0.15%+3,52013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,580$407K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,498$403K<0.01%+93413F-HRTimeline
KilterHowling LLC7,496$356K0.16%-34513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,398$351K<0.01%+41613F-HRTimelineGroup
MAI Capital Management6,956$330K<0.01%+1413F-HRTimeline
Torren Management, LLC6,825$324K0.16%+16513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,641$315K<0.01%013F-HRTimelineGroup
Arax Advisory Partners6,641$315K<0.01%new13F-HRTimeline
DORVAL Corp6,379$303K0.09%+113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS6,181$293K0.03%new13F-HRTimeline
LRI Investments, LLC6,158$292K0.02%013F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,152$292K<0.01%013F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC6,097$287K0.18%new13F-HRTimeline
GWN SECURITIES INC.6,002$285K0.05%-87113F-HRTimeline
ZENITH SOLUTIONS, INC.5,494$261K0.24%13F-HRTimeline
TD Waterhouse Canada Inc.5,500$260K<0.01%013F-HRTimeline
Storen Legacy Partners, LLC5,422$257K0.07%new13F-HRTimeline
Morton Brown Family Wealth, LLC5,202$247K0.06%+32513F-HRTimeline
Continuum Advisory, LLC5,176$246K0.02%+69713F-HRTimeline
Sanctuary Advisors, LLC4,934$234K<0.01%+5213F-HRTimeline
Rossby Financial, LCC4,882$232K0.04%+19113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,811$228K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,513$214K<0.01%+23313F-HRTimelineGroup
Perigon Wealth Management, LLC4,221$200K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$158K<0.01%013F-HRTimelineGroup
Sachetta, LLC2,689$128K0.06%+10013F-HRTimeline
Westfuller Advisors, LLC2,459$117K0.04%+1613F-HRTimeline
Integrated Wealth Concepts LLC2,245$107K<0.01%new13F-HRTimeline
Trust Co1,548$73.5K0.01%+313F-HRTimeline
Silver Grove Financial Group, Inc.1,361$64.6K0.03%013F-HRTimeline
IFG Advisory, LLC1,100$52.2K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,095$52K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.971$46.1K0.03%+3013F-HRTimeline
Farther Finance Advisors, LLC965$45.8K<0.01%-1,47713F-HRTimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
Robinswood Financial LLC797$37.8K0.01%+15013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/765$36.3K<0.01%+12713F-HRTimelineGroup
Signature Resources Capital Management,…658$31.2K0.01%-47313F-HRTimeline
Lodestone Wealth Management LLC652$30.9K0.01%+713F-HRTimeline
Federation des caisses Desjardins du Qu…630$29.9K<0.01%-87513F-HRTimeline
BIRCHBROOK, INC.527$25K0.01%+2713F-HRTimeline
Archer Investment Corp463$22K<0.01%013F-HR/ATimeline
Quantum Portfolio Management LLC450$21.4K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO448$21.3K<0.01%+23413F-HRTimelineGroup
Pacifica Partners Inc.417$19.7K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC385$18.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc371$17.6K<0.01%+413F-HRTimeline
IFP Advisors, Inc364$17.3K<0.01%+7313F-HRTimeline
Glassy Mountain Advisors, Inc.304$14.4K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…261$12.4K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY255$12.1K<0.01%-113F-HRTimelineGroup
Oakmont Advisory Group, LLC247$11.7K0.01%new13F-HRTimeline
Triumph Capital Management242$11.5K<0.01%013F-HRTimeline
Allworth Financial LP119$5.65K<0.01%-18813F-HRTimeline
Brooklyn FI, LLC120$5.63K<0.01%new13F-HRTimeline
CENTRAL TRUST Co114$5.41K<0.01%+513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.114$5.41K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC100$4.74K<0.01%-413F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…97$4.61K<0.01%-1513F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC84$3.99K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC63$3K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$2.66K<0.01%+5413F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC51$2.42K<0.01%013F-HRTimeline
Larson Financial Group LLC46$2.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners42$2K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.35$1.69K<0.01%013F-HRTimelineGroup
RMG Wealth Management LLC21$476<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC10$475<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%-1,23213F-HRTimelineGroup
Mascoma Wealth Management LLC1$42<0.01%013F-HRTimeline