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Disclosery

BGRN ISHARES TR

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SHS (fund)

118 managers (120 13F filers) reported a position in BGRN shares at 2024-12-31, 5,982,284 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
118
13F filers
120
New
15
Added
55
Reduced
26
Sold out
5
Shares held by filers
5,982,284

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC1,293,055$60.3M0.14%+76,90913F-HRTimeline
Empower Advisory Group, LLC1,001,894$46.7M0.16%+47,15413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding676,061$31.5M+47,953Timeline
MERCER GLOBAL ADVISORS INC /ADV604,440$28.2M0.07%+77,38513F-HRTimeline
Francis Financial, Inc.345,030$16.1M4.09%+2,61413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/237,608$11.1M<0.01%-5,26313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA215,113$10M<0.01%+19,82713F-HRTimelineGroup
LPL Financial LLC150,566$7.02M<0.01%+4,80113F-HRTimeline
Creative Planningin group Creative Planning119,174$5.56M0.01%+4,09513F-HRTimelineGroup
SEEDS INVESTOR LLC109,404$5.1M1.45%new13F-HRTimeline
Cetera Investment Advisers90,204$4.21M0.01%-65213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp75,577$3.52M<0.01%+2,75713F-HRTimelineGroup
UBS Group AGin group UBS Group AG73,074$3.41M<0.01%+42413F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC69,600$3.24M<0.01%-8,30013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC59,139$2.76M0.01%+7,11813F-HRTimelineGroup
Laurel Wealth Planning LLC57,766$2.69M1.74%+2,04513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich31,897$1.64M0.01%+2,20413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC32,409$1.51M<0.01%-32213F-HRTimeline
Plum Street Advisors, LLC30,662$1.43M0.71%+16,09213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,490$1.42M<0.01%13F-HR/ATimelineGroup
Private Wealth Management Group, LLC26,848$1.25M0.48%+20913F-HRTimeline
HighTower Advisors, LLC25,107$1.17M<0.01%-9713F-HRTimeline
Walkner Condon Financial Advisors LLC22,208$1.04M0.21%+59213F-HRTimeline
Invera Wealth Advisors, LLC20,307$947K0.94%+3,89613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,074$936K+414Timeline
Wealthfront Advisers LLC19,428$906K<0.01%+2,41213F-HR/ATimeline
Blue Barn Wealth, LLC19,257$898K0.47%+13413F-HRTimeline
Modern Wealth Management, LLC18,410$858K0.03%new13F-HR/ATimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,031$841K<0.01%+24913F-HRTimelineGroup
Brio Consultants, LLC17,257$805K0.13%+2,32313F-HRTimeline
Tanager Wealth Management LLP17,003$793K0.1%013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,699$779K0.02%+12713F-HRTimeline
Omega Financial Group, LLC16,333$761K0.29%+26213F-HRTimeline
Dynamic Advisor Solutions LLC16,301$760K0.03%+27613F-HRTimeline
Northwest & Ethical Investments L.P.15,940$743K0.02%+50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,607$728K<0.01%-18013F-HRTimelineGroup
Better Money Decisions, LLC15,094$704K0.49%+2,32813F-HRTimeline
Shotwell Rutter Baer Inc14,717$681K0.57%+83513F-HRTimeline
Johnson Financial Group, LLC14,039$654K0.08%-213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,024$654K<0.01%-70613F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.13,772$642K<0.01%+65013F-HRTimelineGroup
PrairieView Partners, LLC13,732$640K0.07%-33913F-HRTimeline
Atria Wealth Solutions, Inc.13,156$613K0.01%-44913F-HRTimeline
Falcon Wealth Planning13,106$611K0.07%+77813F-HRTimeline
Aprio Wealth Management, LLC12,944$603K0.09%+16713F-HRTimeline
Archer Investment Management, LLC11,964$558K0.34%13F-HRTimeline
Sound View Wealth Advisors Group, LLC11,209$523K0.04%+15413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10,855$506K<0.01%+213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,493$489K<0.01%-1,64013F-HR/ATimelineGroup
Carr Financial Group Corp10,397$485K0.15%+14413F-HRTimeline
Stewardship Advisors, LLC10,233$477K0.13%-42,00713F-HRTimeline
Cardinal Point Capital Management ULC9,504$443K0.07%+66013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…8,902$415K0.01%+29013F-HRTimelineGroup
NewEdge Advisors, LLC8,368$390K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…8,258$385K<0.01%-16413F-HRTimelineGroup
JFG Wealth Management, LLC7,304$341K0.08%013F-HRTimeline
MML INVESTORS SERVICES, LLC7,290$340K<0.01%-2813F-HRTimeline
Kades & Cheifetz LLC6,970$325K0.17%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,910$322K0.01%+2,73513F-HRTimelineGroup
MAI Capital Management6,880$321K<0.01%new13F-HRTimeline
Fermata Advisors, LLC6,509$303K0.06%new13F-HRTimeline
Equita Financial Network, Inc.6,307$294K0.11%+813F-HRTimeline
LFA - Lugano Financial Advisors SA5,959$278K0.18%013F-HRTimeline
DORVAL Corp5,912$276K0.11%new13F-HRTimeline
KilterHowling LLC5,808$271K0.15%+11113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,319$248K0.06%+17513F-HRTimeline
XY Planning Network, Inc.5,125$239K0.18%13F-HRTimeline
PFG Investments, LLC4,949$231K0.01%-2,03413F-HRTimeline
Sanctuary Advisors, LLC4,646$218K<0.01%+3213F-HRTimeline
Elevated Capital Advisors, LLC4,631$216K0.06%-5713F-HRTimeline
Cambridge Investment Research Advisors,…4,511$210K<0.01%-54313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,382$204K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC4,353$203K<0.01%-58213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,070$189K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,666$171K<0.01%+74013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$155K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC3,298$154K0.05%+1,23513F-HRTimeline
Avior Wealth Management, LLC2,966$138K0.01%+4113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC2,804$131K0.01%new13F-HR/ATimeline
Continuum Advisory, LLC2,376$111K0.01%+113F-HRTimeline
Sachetta, LLC2,370$110K0.04%+38513F-HRTimeline
WealthShield Partners, LLC2,369$110K0.02%-8013F-HRTimeline
TRUST CO OF VERMONT1,673$78K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.1,643$76.6K0.05%+3313F-HRTimeline
Federation des caisses Desjardins du Qu…1,643$76.6K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,616$75K<0.01%-3,48313F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,580$73.7K<0.01%+9813F-HRTimeline
Trust Co1,509$70.4K0.01%+10313F-HRTimeline
CBIZ Investment Advisory Services, LLC1,061$49.5K<0.01%+1513F-HRTimeline
Smithfield Trust Co920$43K<0.01%013F-HRTimeline
Clearstead Advisors, LLC821$38.3K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.785$36.6K0.03%-76313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/738$34.4K<0.01%+18313F-HRTimelineGroup
Robinswood Financial LLC612$28.5K0.01%+1313F-HRTimeline
BIRCHBROOK, INC.479$22.3K0.01%013F-HRTimeline
Archer Investment Corp463$21.6K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO452$21.1K<0.01%new13F-HRTimelineGroup
Allworth Financial LP435$20.3K<0.01%-22013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…432$20.1K<0.01%new13F-HRTimelineGroup
Pacifica Partners Inc.417$19.4K0.01%013F-HRTimeline
Financial Perspectives, Inc349$16.3K0.01%+513F-HRTimeline
IFP Advisors, Inc239$11.1K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…161$7.51K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$5.36K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC108$5.03K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC65$3.14K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC44$2.04K<0.01%+113F-HRTimeline
Signature Resources Capital Management,…34$1.58K<0.01%013F-HRTimeline
Dunhill Financial, LLC32$1.49K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.31$1.45K<0.01%013F-HRTimeline
JNBA Financial Advisors25$1.17K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners40$1K<0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4$186<0.01%-27213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1$43<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$36<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates0$4<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Manchester Capital Management LLC0$1<0.01%-113F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.