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Disclosery

BGRN ISHARES TR

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SHS (fund)

116 managers (119 13F filers) reported a position in BGRN shares at 2025-09-30, 6,317,803 shares in all. 12 filers opened a position and 7 filers sold out during the quarter.

Managers
116
13F filers
119
New
12
Added
65
Reduced
19
Sold out
7
Shares held by filers
6,317,803

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC1,259,094$60.6M0.12%-51,58213F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,076,725$51.8M0.14%+14,45113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV946,916$45.6M0.08%+199,29213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/329,992$15.9M<0.01%+30,65513F-HR/ATimelineGroup
Francis Financial, Inc.265,364$12.8M2.28%+12,12013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA238,826$11.5M<0.01%+14,38013F-HRTimelineGroup
Creative Planningin group Creative Planning158,042$7.61M0.01%+16,94313F-HRTimelineGroup
LPL Financial LLC157,680$7.59M<0.01%+16,18813F-HRTimeline
Impact Investors, Inc157,099$7.56M4.98%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding143,430$6.9M-536,448Timeline
SEEDS INVESTOR LLC118,074$5.68M1.2%+5,34413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp89,470$4.31M<0.01%+4,86113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC81,213$3.91M<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,075$3.57M<0.01%+2,14313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC71,016$3.42M0.01%+3,63113F-HRTimelineGroup
Laurel Wealth Planning LLC64,946$3.13M1.65%+1,53013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,632$2.87M<0.01%-8,75713F-HRTimelineGroup
Cetera Investment Advisers55,267$2.66M<0.01%+3,46013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich50,500$2.43M0.01%+7,80013F-HRTimeline
Plum Street Advisors, LLC44,264$2.13M0.82%+14,69513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,324$2.09M<0.01%new13F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC43,123$2.08M0.03%+4,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,538$1.85M<0.01%+3,71313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC36,343$1.75M<0.01%+91713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,187$1.74M0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC32,498$1.56M0.03%+1,78013F-HRTimeline
Wealthfront Advisers LLC28,411$1.37M<0.01%+3,80913F-HRTimeline
Private Wealth Management Group, LLC26,367$1.27M0.35%+1,39813F-HRTimeline
Invera Wealth Advisors, LLC25,783$1.24M0.76%+1,75113F-HRTimeline
Falcon Wealth Planning20,961$1.01M0.09%+5,56213F-HRTimeline
NewEdge Advisors, LLC20,719$997K<0.01%+9,58213F-HRTimeline
Brio Consultants, LLC19,868$956K0.13%+1,78513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,549$893K<0.01%+19513F-HRTimelineGroup
Omega Financial Group, LLC18,509$891K0.3%+44713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.17,982$865K<0.01%+4,43113F-HRTimelineGroup
HighTower Advisors, LLC17,442$839K<0.01%-2,90213F-HRTimeline
Compound Planning, Inc.17,177$827K0.03%+3,97813F-HRTimeline
Equita Financial Network, Inc.17,141$825K0.28%+4,73313F-HRTimeline
Walkner Condon Financial Advisors LLC16,847$811K0.13%-3,75313F-HRTimeline
Blue Barn Wealth, LLC16,633$801K0.35%-4,55513F-HRTimeline
Shotwell Rutter Baer Inc16,522$794K0.51%+82913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,822$761K-1,576Timeline
Dynamic Advisor Solutions LLC15,793$760K0.02%-1,16613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,784$760K<0.01%new13F-HR/ATimelineGroup
Tanager Wealth Management LLP14,853$715K0.08%+16313F-HRTimeline
Aprio Wealth Management, LLC14,153$681K0.07%+10213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,117$679K<0.01%+73413F-HRTimelineGroup
Johnson Financial Group, LLC14,028$675K0.06%013F-HRTimeline
Cardinal Point Capital Management ULC13,158$634K0.04%+1,00413F-HRTimeline
Sound View Wealth Advisors Group, LLC12,776$615K0.04%+16213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding11,802$568K-13Timeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,786$567K<0.01%013F-HRTimelineGroup
Archer Investment Management, LLC11,319$545K0.33%+17013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,875$523K0.01%+2,20713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,658$513K<0.01%+71513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,305$400K<0.01%+40713F-HRTimeline
Values Added Financial LLC8,225$396K0.18%new13F-HRTimeline
Sonoma Allocations LLC8,176$395K0.14%13F-HRTimeline
Westfuller Advisors, LLC8,117$391K0.18%+1613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,064$340K<0.01%-21913F-HRTimelineGroup
MAI Capital Management6,915$333K<0.01%+1313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,641$320K<0.01%new13F-HRTimelineGroup
First Affirmative Financial Network6,036$291K0.14%-13,83913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,998$289K<0.01%+27913F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV5,888$283K0.05%+28413F-HRTimeline
DORVAL Corp5,738$276K0.09%013F-HRTimeline
KilterHowling LLC5,690$274K0.15%+16113F-HRTimeline
XY Planning Network, Inc.5,386$257K0.09%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,087$244K<0.01%+53313F-HRTimelineGroup
Sanctuary Advisors, LLC4,809$231K<0.01%+7913F-HR/ATimeline
SYNOVUS FINANCIAL CORP4,697$226K<0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,238$204K<0.01%013F-HRTimelineGroup
Perigon Wealth Management, LLC4,221$203K<0.01%-13213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,204$202K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,070$196K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,726$179K<0.01%-2,81213F-HR/ATimelineGroup
Morton Brown Family Wealth, LLC3,537$170K0.05%+1013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$160K<0.01%013F-HRTimelineGroup
LRI Investments, LLC3,111$150K0.01%+1213F-HRTimeline
Sachetta, LLC2,586$124K0.05%+1413F-HRTimeline
WealthShield Partners, LLC2,359$114K0.01%013F-HRTimeline
Rossby Financial, LCC1,968$94.6K0.03%new13F-HRTimeline
Advisory Services Network, LLC1,762$84.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,718$82.7K<0.01%013F-HRTimeline
Trust Co1,607$77.3K0.01%+17413F-HRTimeline
Clarity Asset Management, Inc.1,505$72.4K0.04%+1613F-HRTimeline
Steward Partners Investment Advisory, L…1,463$70.4K<0.01%+1513F-HRTimeline
WFA of San Diego, LLC1,341$64.5K0.04%013F-HRTimeline
CWM, LLCin group CWM, LLC1,289$62K<0.01%-20613F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,091$52.5K<0.01%+1113F-HRTimeline
Signature Resources Capital Management,…1,065$51.3K0.03%+99213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.941$45.3K0.03%+15613F-HRTimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/738$35.5K<0.01%013F-HRTimelineGroup
Robinswood Financial LLC637$30.7K0.01%+713F-HRTimeline
Archer Investment Corp477$23K0.01%+1413F-HRTimeline
BIRCHBROOK, INC.466$22.4K0.01%013F-HRTimeline
Scarborough Advisors, LLC430$20.7K<0.01%+513F-HRTimeline
Pacifica Partners Inc.417$20K0.01%013F-HRTimeline
Financial Perspectives, Inc359$17.3K<0.01%+413F-HRTimeline
Glassy Mountain Advisors, Inc.329$15.8K<0.01%new13F-HRTimeline
IFP Advisors, Inc291$14K<0.01%-1613F-HR/ATimeline
Fort Vancouver Investment Management, L…220$10.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC125$6K<0.01%+8213F-HRTimelineGroup
Allworth Financial LP119$5.73K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC117$5.63K<0.01%-913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC115$5.54K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…112$5.39K<0.01%-10813F-HRTimeline
Mascoma Wealth Management LLC108$5.19K<0.01%013F-HRTimeline
CENTRAL TRUST Co103$4.96K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC103$4.93K<0.01%+213F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.09K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC63$3.03K<0.01%013F-HRTimeline
Larson Financial Group LLC45$2.17K<0.01%-3113F-HRTimeline
Coston, McIsaac & Partners41$1K<0.01%+113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC4$193<0.01%013F-HRTimeline