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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 2025-12-31, 6,669,126 shares in all. 5 filers opened a position and 9 filers sold out during the quarter.

Managers
117
13F filers
119
New
5
Added
63
Reduced
23
Sold out
9
Shares held by filers
6,669,126

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC1,345,583$64.5M0.12%+86,48913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,270,352$60.9M0.16%+193,62713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,008,312$48.3M0.07%+61,39613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/345,000$16.5M<0.01%+15,00813F-HRTimelineGroup
Francis Financial, Inc.254,269$12.2M2.39%-11,09513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250,493$12M<0.01%+11,66713F-HRTimelineGroup
Creative Planningin group Creative Planning177,978$8.53M0.01%+19,93613F-HRTimelineGroup
LPL Financial LLC168,609$8.08M<0.01%+10,92913F-HRTimeline
Impact Investors, Inc152,779$7.32M5.08%-4,32013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding135,205$6.48M-8,225Timeline
SEEDS INVESTOR LLC129,219$6.19M1.19%+11,14513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp97,756$4.69M<0.01%+8,28613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC74,988$3.59M0.01%+3,97213F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,209$3.56M<0.01%+13413F-HRTimelineGroup
Laurel Wealth Planning LLC69,660$3.34M1.85%+4,71413F-HRTimeline
Cetera Investment Advisers62,806$3.01M<0.01%+7,53913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,971$2.87M<0.01%+33913F-HRTimelineGroup
Plum Street Advisors, LLC46,696$2.24M0.8%+2,43213F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC46,695$2.24M0.03%+3,57213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich45,000$2.16M0.01%-5,50013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,388$1.79M<0.01%+1,04513F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC37,144$1.78M0.24%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,187$1.73M0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC30,518$1.46M<0.01%+2,10713F-HRTimeline
Modern Wealth Management, LLC30,468$1.46M0.03%-2,03013F-HRTimeline
Private Wealth Management Group, LLC26,648$1.28M0.34%+28113F-HRTimeline
Invera Wealth Advisors, LLC23,812$1.14M0.72%-1,97113F-HRTimeline
Equita Financial Network, Inc.23,812$1.14M0.34%+6,67113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,625$1.13M<0.01%-19,69913F-HRTimelineGroup
Brio Consultants, LLC21,550$1.03M0.13%+1,68213F-HRTimeline
NewEdge Advisors, LLC21,333$1.02M<0.01%+61413F-HRTimeline
Falcon Wealth Planning21,218$1.02M0.09%+25713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,811$902K<0.01%+26213F-HRTimelineGroup
Omega Financial Group, LLC18,506$887K0.3%-313F-HRTimeline
Midwest Financial Partners Investments,…17,632$845K0.47%13F-HRTimeline
Compound Planning, Inc.17,561$842K0.02%+38413F-HRTimeline
HighTower Advisors, LLC17,556$842K<0.01%+11413F-HRTimeline
Walkner Condon Financial Advisors LLC17,096$820K0.11%+24913F-HRTimeline
Livet Wealth, LLC16,834$807K0.5%13F-HRTimeline
Shotwell Rutter Baer Inc16,615$796K0.48%+9313F-HRTimeline
Johnson Financial Group, LLC16,340$783K0.05%+2,31213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding15,961$765K+139Timeline
Dynamic Advisor Solutions LLC15,933$764K0.02%+14013F-HRTimeline
Tanager Wealth Management LLP14,853$712K0.07%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,648$702K<0.01%-1,13613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,129$677K<0.01%-3,85313F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,684$656K0.01%+2,80913F-HRTimelineGroup
Cardinal Point Capital Management ULC13,436$644K0.04%+27813F-HRTimeline
Values Added Financial LLC13,366$641K0.27%+5,14113F-HRTimeline
XY Planning Network, Inc.12,873$617K0.11%+7,48713F-HRTimeline
Sound View Wealth Advisors Group, LLC12,766$612K0.04%-1013F-HRTimeline
Aprio Wealth Management, LLC12,251$587K0.03%-1,90213F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,786$565K<0.01%013F-HRTimelineGroup
Archer Investment Management, LLC11,382$546K0.29%+6313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,522$504K<0.01%-3,59513F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,122$485K-1,680Timeline
CITIGROUP INCin group CITIGROUP INC9,615$461K<0.01%-1,04313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,161$391K<0.01%-14413F-HRTimeline
Westfuller Advisors, LLC8,137$390K0.16%+2013F-HRTimeline
EP Wealth Advisors, LLC7,232$347K<0.01%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC7,064$340K<0.01%013F-HRTimelineGroup
MAI Capital Management6,933$332K<0.01%+1813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,698$321K<0.01%+1,61113F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,641$318K<0.01%013F-HRTimelineGroup
Torren Management, LLC6,479$311K0.16%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,441$309K<0.01%+44313F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,337$304K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,152$295K<0.01%+2,08213F-HRTimelineGroup
LRI Investments, LLC6,076$291K0.02%+2,96513F-HRTimeline
DORVAL Corp5,738$275K0.09%013F-HRTimeline
KilterHowling LLC5,672$272K0.14%-1813F-HRTimeline
Sanctuary Advisors, LLC4,847$232K<0.01%+3813F-HRTimeline
GWN SECURITIES INC.4,830$232K0.05%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,697$225K<0.01%13F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,251$204K<0.01%+4713F-HR/ATimelineGroup
Perigon Wealth Management, LLC4,221$202K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC3,705$178K0.05%+16813F-HRTimeline
Atomic Invest LLC3,518$169K0.1%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$160K<0.01%013F-HRTimelineGroup
Sachetta, LLC2,604$125K0.07%+1813F-HRTimeline
WealthShield Partners, LLC2,248$108K0.01%-11113F-HRTimeline
Rossby Financial, LCC2,074$99.4K0.03%+10613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,807$86.6K<0.01%-36,73113F-HRTimelineGroup
Trust Co1,608$77.1K0.01%+113F-HRTimeline
Clarity Asset Management, Inc.1,526$73.2K0.04%+2113F-HRTimeline
Federation des caisses Desjardins du Qu…1,505$72.1K<0.01%-21313F-HRTimeline
Steward Partners Investment Advisory, L…1,484$71.1K<0.01%+2113F-HRTimeline
WFA of San Diego, LLC1,341$64.3K0.05%013F-HRTimeline
CWM, LLCin group CWM, LLC1,288$62K<0.01%-113F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,095$52.5K<0.01%+413F-HRTimeline
Signature Resources Capital Management,…1,066$51.1K0.03%+113F-HRTimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
Robinswood Financial LLC647$31K0.01%+1013F-HRTimeline
Lodestone Wealth Management LLC640$30.7K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/638$30.6K<0.01%-10013F-HRTimelineGroup
Allworth Financial LP630$30.2K<0.01%+51113F-HRTimeline
BIRCHBROOK, INC.466$22.3K0.01%013F-HRTimeline
Archer Investment Corp463$22.2K0.01%-1413F-HRTimeline
Scarborough Advisors, LLC436$20.9K<0.01%+613F-HRTimeline
Pacifica Partners Inc.417$20K0.01%013F-HRTimeline
Financial Perspectives, Inc364$17.5K<0.01%+513F-HRTimeline
Glassy Mountain Advisors, Inc.329$15.8K<0.01%013F-HRTimeline
IFP Advisors, Inc291$13.9K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.941$12.9K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…261$12.5K0.01%+4113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY256$12.3K<0.01%-3,47013F-HR/ATimelineGroup
Triumph Capital Management214$10.3K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC134$6.41K<0.01%+913F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC115$5.51K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…112$5.37K<0.01%013F-HR/ATimeline
Mascoma Wealth Management LLC108$5.17K<0.01%013F-HRTimeline
CENTRAL TRUST Co105$5.03K<0.01%+213F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.08K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC63$3.02K<0.01%013F-HRTimeline
Larson Financial Group LLC46$2.19K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners41$2K<0.01%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.35$1.68K<0.01%13F-HRTimelineGroup