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Disclosery

BGRN ISHARES TR

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SHS (fund)

117 managers (119 13F filers) reported a position in BGRN shares at 2025-03-31, 6,174,724 shares in all. 14 filers opened a position and 15 filers sold out during the quarter.

Managers
117
13F filers
119
New
14
Added
57
Reduced
25
Sold out
15
Shares held by filers
6,174,724

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,321,558$62.6M0.15%+28,50313F-HRTimeline
Empower Advisory Group, LLC1,050,426$49.7M0.16%+48,53213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding674,548$31.9M-1,513Timeline
MERCER GLOBAL ADVISORS INC /ADV653,397$30.9M0.07%+48,95713F-HRTimeline
Francis Financial, Inc.369,746$17.5M4.26%+24,71613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,806$12.2M<0.01%+20,19813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217,330$10.3M<0.01%+2,21713F-HR/ATimelineGroup
Creative Planningin group Creative Planning126,539$5.99M0.01%+7,36513F-HRTimelineGroup
LPL Financial LLC119,656$5.67M<0.01%-30,91013F-HRTimeline
SEEDS INVESTOR LLC118,609$5.62M1.58%+9,20513F-HRTimeline
Cetera Investment Advisers92,316$4.37M0.01%+2,11213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp83,036$3.93M<0.01%+7,45913F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,493$3.53M<0.01%+1,41913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC65,807$3.12M0.01%+6,66813F-HRTimelineGroup
Laurel Wealth Planning LLC59,302$2.81M1.87%+1,53613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC39,533$1.87M0.03%+22,83413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich35,200$1.67M0.01%+3,30313F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC33,019$1.56M<0.01%+2,52913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC31,522$1.49M<0.01%-88713F-HRTimeline
Plum Street Advisors, LLC31,053$1.47M0.71%+39113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,424$1.39M<0.01%new13F-HR/ATimelineGroup
HighTower Advisors, LLC26,580$1.26M<0.01%+1,47313F-HRTimeline
Private Wealth Management Group, LLC25,219$1.19M0.44%-1,62913F-HRTimeline
Walkner Condon Financial Advisors LLC23,443$1.11M0.22%+1,23513F-HRTimeline
Invera Wealth Advisors, LLC22,758$1.08M0.7%+2,45113F-HR/ATimeline
Blue Barn Wealth, LLC20,425$967K0.5%+1,16813F-HRTimeline
Atria Wealth Solutions, Inc.19,507$924K0.01%+6,35113F-HRTimeline
Wealthfront Advisers LLC19,472$922K<0.01%+4413F-HRTimeline
Northwest & Ethical Investments L.P.18,456$874K0.02%+2,51613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,159$860K<0.01%+12813F-HRTimelineGroup
Brio Consultants, LLC18,075$856K0.13%+81813F-HR/ATimeline
Omega Financial Group, LLC17,710$839K0.32%+1,37713F-HRTimeline
Modern Wealth Management, LLC17,189$814K0.03%-1,22113F-HR/ATimeline
Dynamic Advisor Solutions LLC16,328$773K0.03%+2713F-HRTimeline
Shotwell Rutter Baer Inc15,849$748K0.66%+1,13213F-HRTimeline
Better Money Decisions, LLC15,750$746K0.5%+65613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,458$732K-4,616Timeline
Tanager Wealth Management LLP14,690$696K0.09%-2,31313F-HRTimeline
PrairieView Partners, LLC14,459$684K0.07%+72713F-HRTimeline
Johnson Financial Group, LLC14,028$664K0.07%-1113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,675$648K<0.01%-1,93213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,605$644K<0.01%new13F-HRTimelineGroup
Aprio Wealth Management, LLC13,518$640K0.08%+57413F-HRTimeline
Compound Planning, Inc.13,041$618K0.03%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,786$558K<0.01%-1,98613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC11,723$555K0.05%+51413F-HRTimeline
Falcon Wealth Planning11,622$550K0.06%-1,48413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY11,300$535K<0.01%+44513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,209$531K<0.01%+71613F-HRTimelineGroup
Archer Investment Management, LLC11,149$528K0.37%-81513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC11,055$524K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC10,610$502K<0.01%+2,24213F-HRTimeline
Carr Financial Group Corp10,471$496K0.16%+7413F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…9,100$431K0.01%+19813F-HRTimelineGroup
Cardinal Point Capital Management ULC8,839$419K0.04%-66513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,756$415K<0.01%-5,26813F-HRTimelineGroup
Equita Financial Network, Inc.8,471$401K0.14%+2,16413F-HRTimeline
Westfuller Advisors, LLC8,086$383K0.26%new13F-HRTimeline
MML INVESTORS SERVICES, LLC8,065$382K<0.01%+77513F-HRTimeline
JFG Wealth Management, LLC7,304$346K0.08%013F-HRTimeline
MAI Capital Management6,889$326K<0.01%+913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,910$322K0.01%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA5,959$282K0.19%013F-HRTimeline
Fermata Advisors, LLC5,947$282K0.05%-56213F-HRTimeline
DORVAL Corp5,738$272K0.11%-17413F-HRTimeline
KilterHowling LLC5,509$258K0.17%-29913F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV5,436$257K0.06%+11713F-HRTimeline
XY Planning Network, Inc.5,243$248K0.17%+11813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,087$241K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…4,704$223K<0.01%+19313F-HRTimeline
Sanctuary Advisors, LLC4,679$222K<0.01%+3313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,468$212K<0.01%+8613F-HRTimelineGroup
CW Advisors, LLC4,451$211K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC4,353$206K0.01%013F-HRTimeline
Ally Invest Advisors Inc.4,267$202K0.02%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,070$190K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,865$182K<0.01%+19913F-HR/ATimelineGroup
Morton Brown Family Wealth, LLC3,452$163K0.06%+15413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$158K<0.01%013F-HRTimelineGroup
LRI Investments, LLC3,099$147K0.01%new13F-HRTimeline
Sachetta, LLC2,397$114K0.05%+2713F-HRTimeline
Parallel Advisors, LLC2,378$113K<0.01%new13F-HRTimeline
Continuum Advisory, LLC2,370$112K0.01%-613F-HRTimeline
WealthShield Partners, LLC2,369$112K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,643$77.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,492$71K<0.01%-12413F-HRTimelineGroup
Clarity Asset Management, Inc.1,487$70.4K0.05%-15613F-HRTimeline
Trust Co1,462$69.2K0.01%-4713F-HRTimeline
Steward Partners Investment Advisory, L…1,423$67.4K<0.01%-15713F-HRTimeline
CBIZ Investment Advisory Services, LLC1,068$50.6K<0.01%+713F-HR/ATimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
Clearstead Advisors, LLC821$38.9K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.785$37.2K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/738$34.9K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC616$29.2K0.01%+413F-HRTimeline
BIRCHBROOK, INC.479$22.7K0.01%013F-HRTimeline
Archer Investment Corp463$21.9K0.01%013F-HRTimeline
Pacifica Partners Inc.417$19.8K0.01%013F-HRTimeline
Financial Perspectives, Inc352$16.7K0.01%+313F-HRTimeline
MJT & Associates Financial Advisory Gro…348$16.5K0.02%13F-HRTimeline
IFP Advisors, Inc311$14.7K<0.01%+7213F-HRTimeline
Fort Vancouver Investment Management, L…220$10.4K0.01%+5913F-HRTimeline
Smartleaf Asset Management LLC216$10.2K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO205$9.72K<0.01%-24713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN195$9.22K<0.01%+19413F-HRTimelineGroup
Allworth Financial LP119$5.59K<0.01%-31613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$5.45K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC108$5.11K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$4.75K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC98$4.63K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.03K<0.01%new13F-HRTimeline
Dunhill Financial, LLC84$3.98K<0.01%+5213F-HRTimeline
Larson Financial Group LLC44$2.09K<0.01%013F-HRTimeline
Signature Resources Capital Management,…34$1.61K<0.01%013F-HRTimeline
Coston, McIsaac & Partners40$1K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4$189<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.