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Disclosery

BGRN ISHARES TR

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SHS (fund)

114 managers (117 13F filers) reported a position in BGRN shares at 2025-06-30, 6,268,862 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
114
13F filers
117
New
12
Added
57
Reduced
23
Sold out
15
Shares held by filers
6,268,862

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC1,310,676$62.5M0.13%-10,88213F-HRTimeline
Empower Advisory Group, LLC1,062,274$50.6M0.15%+11,84813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV747,624$35.6M0.08%+94,22713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding679,878$32.4M+5,330Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/299,337$14.3M<0.01%+41,53113F-HRTimelineGroup
Francis Financial, Inc.253,244$12.1M2.79%-116,50213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA224,446$10.7M<0.01%+7,11613F-HR/ATimelineGroup
LPL Financial LLC141,492$6.74M<0.01%+21,83613F-HRTimeline
Creative Planningin group Creative Planning141,099$6.73M0.01%+14,56013F-HRTimelineGroup
SEEDS INVESTOR LLC112,730$5.37M1.26%-5,87913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp84,609$4.03M<0.01%+1,57313F-HRTimelineGroup
UBS Group AGin group UBS Group AG71,932$3.43M<0.01%-2,56113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC68,389$3.26M<0.01%+35,37013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC67,385$3.21M0.01%+1,57813F-HRTimelineGroup
Laurel Wealth Planning LLC63,416$3.02M1.72%+4,11413F-HRTimeline
Cetera Investment Advisers51,807$2.47M<0.01%-40,50913F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich42,700$2.04M0.01%+7,50013F-HR/ATimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC39,105$1.86M0.03%-42813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,187$1.73M0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC35,426$1.69M<0.01%+3,90413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN34,825$1.66M<0.01%+34,63013F-HRTimelineGroup
Modern Wealth Management, LLC30,718$1.46M0.04%+13,52913F-HR/ATimeline
Plum Street Advisors, LLC29,569$1.41M0.62%-1,48413F-HRTimeline
Private Wealth Management Group, LLC24,969$1.19M0.4%-25013F-HRTimeline
Wealthfront Advisers LLC24,602$1.17M<0.01%+5,13013F-HRTimeline
Invera Wealth Advisors, LLC24,032$1.15M0.75%+1,27413F-HRTimeline
Blue Barn Wealth, LLC21,188$1.01M0.48%+76313F-HRTimeline
Walkner Condon Financial Advisors LLC20,600$982K0.18%-2,84313F-HRTimeline
HighTower Advisors, LLC20,344$970K<0.01%-6,23613F-HRTimeline
First Affirmative Financial Network19,875$947K0.49%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,354$875K<0.01%+19513F-HRTimelineGroup
Brio Consultants, LLC18,083$862K0.13%+813F-HRTimeline
Omega Financial Group, LLC18,062$861K0.31%+35213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,398$829K+1,940Timeline
Dynamic Advisor Solutions LLC16,959$808K0.02%+63113F-HRTimeline
Better Money Decisions, LLC16,112$768K0.47%+36213F-HRTimeline
Shotwell Rutter Baer Inc15,693$744K0.51%-15613F-HRTimeline
Falcon Wealth Planning15,399$734K0.07%+3,77713F-HRTimeline
PrairieView Partners, LLC14,915$710K0.07%+45613F-HRTimeline
Tanager Wealth Management LLP14,690$700K0.08%013F-HRTimeline
Arax Advisory Partners14,272$680K0.03%new13F-HRTimeline
Aprio Wealth Management, LLC14,051$670K0.08%+53313F-HRTimeline
Johnson Financial Group, LLC14,028$669K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,551$645K<0.01%+2,34213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC13,383$638K<0.01%-29213F-HRTimelineGroup
Compound Planning, Inc.13,199$629K0.02%+15813F-HRTimeline
Sound View Wealth Advisors Group, LLC12,614$601K0.04%+89113F-HRTimeline
Equita Financial Network, Inc.12,408$591K0.24%+3,93713F-HRTimeline
Cardinal Point Capital Management ULC12,154$579K0.05%+3,31513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,815$563K+2,715Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,786$562K<0.01%013F-HRTimelineGroup
Archer Investment Management, LLC11,149$531K0.39%013F-HRTimeline
NewEdge Advisors, LLC11,137$531K<0.01%+52713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,943$474K<0.01%-1,11213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC8,668$413K0.01%+1,75813F-HRTimelineGroup
Westfuller Advisors, LLC8,101$386K0.22%+1513F-HRTimeline
MML INVESTORS SERVICES, LLC7,898$377K<0.01%-16713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,283$347K<0.01%-1,47313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,045$336K<0.01%new13F-HR/ATimelineGroup
MAI Capital Management6,902$329K<0.01%+1313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,538$312K<0.01%-4,76213F-HRTimelineGroup
DORVAL Corp5,738$274K0.1%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,719$273K<0.01%+1,25113F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV5,604$267K0.05%+16813F-HRTimeline
KilterHowling LLC5,529$264K0.16%+2013F-HRTimeline
CW Advisors, LLC5,423$259K<0.01%+97213F-HRTimeline
XY Planning Network, Inc.5,386$257K0.09%+14313F-HRTimeline
Sanctuary Advisors, LLC4,730$225K<0.01%+5113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,554$216K<0.01%+68913F-HRTimelineGroup
Perigon Wealth Management, LLC4,353$208K<0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,238$202K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,070$194K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC3,527$168K0.05%+7513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$159K<0.01%013F-HRTimelineGroup
LRI Investments, LLC3,099$148K0.01%013F-HRTimeline
Sachetta, LLC2,572$123K0.05%+17513F-HRTimeline
Parallel Advisors, LLC2,378$113K<0.01%013F-HRTimeline
WealthShield Partners, LLC2,359$112K0.01%-1013F-HRTimeline
Federation des caisses Desjardins du Qu…1,718$81.9K<0.01%+7513F-HRTimeline
CWM, LLCin group CWM, LLC1,495$71K<0.01%+313F-HRTimelineGroup
Clarity Asset Management, Inc.1,489$71K0.04%+213F-HRTimeline
Steward Partners Investment Advisory, L…1,448$69K<0.01%+2513F-HRTimeline
Trust Co1,433$68.3K0.01%-2913F-HRTimeline
WFA of San Diego, LLC1,341$63.9K0.05%13F-HRTimeline
CBIZ Investment Advisory Services, LLC1,080$51.5K<0.01%+1213F-HRTimeline
Financial Connections Group, Inc.1,034$49K0.02%new13F-HRTimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.785$37.4K0.03%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/738$35.2K<0.01%013F-HR/ATimelineGroup
Robinswood Financial LLC630$30K0.01%+1413F-HRTimeline
BIRCHBROOK, INC.466$22.2K0.01%-1313F-HRTimeline
Archer Investment Corp463$22.1K0.01%013F-HRTimeline
Scarborough Advisors, LLC425$20.3K<0.01%new13F-HRTimeline
Pacifica Partners Inc.417$19.8K0.01%013F-HRTimeline
Financial Perspectives, Inc355$16.9K0.01%+313F-HRTimeline
IFP Advisors, Inc307$14.6K<0.01%-413F-HRTimeline
Fort Vancouver Investment Management, L…220$10.5K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…220$10.5K0.01%-12813F-HR/ATimeline
Providence Capital Advisors, LLC126$6.01K<0.01%new13F-HRTimeline
Allworth Financial LP119$5.67K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$5.48K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC108$5.14K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC101$4.83K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC97$4.62K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.05K<0.01%013F-HRTimeline
Dunhill Financial, LLC84$4K<0.01%013F-HRTimeline
Larson Financial Group LLC76$3.6K<0.01%+3213F-HRTimeline
Signature Resources Capital Management,…73$3.48K<0.01%+3913F-HRTimeline
Plante Moran Financial Advisors, LLC65$3.1K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC63$2.99K<0.01%-15313F-HRTimeline
FMR LLCin group FMR LLC43$2.03K<0.01%new13F-HRTimelineGroup
Coston, McIsaac & Partners40$1K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4$191<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.