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Disclosery

BGRN ISHARES TR

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SHS (fund)

130 managers (132 13F filers) reported a position in BGRN shares at 2026-03-31, 6,900,420 shares in all. 15 filers opened a position and 3 filers sold out during the quarter.

Managers
130
13F filers
132
New
15
Added
60
Reduced
30
Sold out
3
Shares held by filers
6,900,420

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC1,381,155$65.6M0.12%+35,57213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,213,301$57.6M0.09%+204,98913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,100,975$52.3M0.14%-169,37713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/418,909$19.9M<0.01%+73,90913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA256,841$12.2M<0.01%+6,34813F-HRTimelineGroup
Francis Financial, Inc.248,407$11.8M2.19%-5,86213F-HRTimeline
Creative Planningin group Creative Planning189,974$9.02M0.01%+11,99613F-HRTimelineGroup
LPL Financial LLC187,588$8.91M<0.01%+18,97913F-HRTimeline
Impact Investors, Inc169,667$8.05M5.59%+16,88813F-HRTimeline
SEEDS INVESTOR LLC139,828$6.67M0.91%+10,60913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding135,637$6.44M+432Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp100,108$4.75M<0.01%+2,35213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC82,594$3.92M0.01%+7,60613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,443$3.58M<0.01%+15,47213F-HRTimelineGroup
UBS Group AGin group UBS Group AG70,938$3.37M<0.01%-3,27113F-HRTimelineGroup
Laurel Wealth Planning LLC69,716$3.31M1.75%+5613F-HRTimeline
Cetera Investment Advisers64,283$3.05M<0.01%+1,47713F-HRTimeline
Plum Street Advisors, LLC46,930$2.23M0.77%+23413F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC46,842$2.22M0.03%+14713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,383$1.87M<0.01%+1,99513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,187$1.72M0.01%013F-HRTimelineGroup
Wealthfront Advisers LLC31,218$1.48M<0.01%+70013F-HRTimeline
Johnson Financial Group, LLC29,304$1.39M0.09%+12,96413F-HRTimeline
Private Wealth Management Group, LLC27,196$1.29M0.34%+54813F-HRTimeline
Brio Consultants, LLC26,426$1.25M0.15%+4,87613F-HRTimeline
Invera Wealth Advisors, LLC25,277$1.2M0.77%+1,46513F-HRTimeline
Equita Financial Network, Inc.23,254$1.1M0.35%-55813F-HRTimeline
Modern Wealth Management, LLC21,781$1.03M0.02%-8,68713F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC20,611$978K0.14%-16,53313F-HRTimeline
Falcon Wealth Planning20,212$959K0.07%-1,00613F-HRTimeline
Midwest Financial Partners Investments,…19,003$902K0.48%+1,37113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding18,849$895K+2,888Timeline
Omega Financial Group, LLC18,795$892K0.29%+28913F-HRTimeline
HighTower Advisors, LLC18,740$890K<0.01%+1,18413F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich18,700$888K<0.01%-26,30013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,675$887K<0.01%+4,54613F-HRTimelineGroup
Walkner Condon Financial Advisors LLC17,942$852K0.11%+84613F-HRTimeline
Compound Planning, Inc.16,965$805K0.02%-59613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,862$800K<0.01%-1,94913F-HRTimelineGroup
Dynamic Advisor Solutions LLC16,840$799K0.03%+90713F-HRTimeline
Livet Wealth, LLC16,634$790K0.5%-20013F-HRTimeline
Shotwell Rutter Baer Inc16,545$785K0.46%-7013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,680$744K<0.01%+5,15813F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,906$708K0.01%+1,22213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,005$707K<0.01%+8,30713F-HRTimelineGroup
Tanager Wealth Management LLP14,853$705K0.07%013F-HRTimeline
NewEdge Advisors, LLC14,849$705K<0.01%-6,48413F-HR/ATimeline
Cardinal Point Capital Management ULC13,838$657K0.04%+40213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,758$653K<0.01%-89013F-HRTimelineGroup
XY Planning Network, Inc.13,066$618K0.1%+19313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,792$607K<0.01%-10,83313F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC12,766$606K0.04%013F-HRTimeline
Aprio Wealth Management, LLC12,281$583K0.03%+3013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,125$576K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,104$575K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC11,847$562K<0.01%+2,23213F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.11,786$560K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…10,717$509K0.02%+59513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,920$376K<0.01%new13F-HRTimelineGroup
KilterHowling LLC7,841$372K0.19%+2,16913F-HRTimeline
MML INVESTORS SERVICES, LLC7,564$359K<0.01%-59713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,982$331K<0.01%+54113F-HRTimelineGroup
MAI Capital Management6,942$330K<0.01%+913F-HRTimeline
GWN SECURITIES INC.6,873$326K0.06%+2,04313F-HRTimeline
Torren Management, LLC6,660$316K0.16%+18113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,641$315K<0.01%013F-HRTimelineGroup
DORVAL Corp6,378$303K0.09%+64013F-HRTimeline
LRI Investments, LLC6,158$292K0.03%+8213F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.6,152$292K<0.01%13F-HRTimelineGroup
First Affirmative Financial Network5,817$276K0.11%13F-HR/ATimeline
EP Wealth Advisors, LLC5,657$269K<0.01%-1,57513F-HRTimeline
TD Waterhouse Canada Inc.5,500$260K<0.01%new13F-HRTimeline
Values Added Financial LLC5,329$253K0.11%-8,03713F-HRTimeline
Sanctuary Advisors, LLC4,882$232K<0.01%+3513F-HRTimeline
Morton Brown Family Wealth, LLC4,877$232K0.06%+1,17213F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,811$228K<0.01%+11413F-HRTimelineGroup
Rossby Financial, LCC4,691$222K0.05%+2,61713F-HRTimeline
Continuum Advisory, LLC4,479$213K0.02%new13F-HRTimeline
Atomic Invest LLC4,312$204K0.1%+79413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,280$203K<0.01%+2913F-HRTimelineGroup
Perigon Wealth Management, LLC4,221$200K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,332$158K<0.01%013F-HRTimelineGroup
Clarity Asset Management, Inc.2,809$133K0.07%+1,28313F-HRTimeline
Sachetta, LLC2,589$123K0.07%-1513F-HRTimeline
Westfuller Advisors, LLC2,443$116K0.05%-5,69413F-HRTimeline
Farther Finance Advisors, LLC2,442$115K<0.01%new13F-HRTimeline
WealthShield Partners, LLC2,248$107K0.01%013F-HRTimeline
Advisory Services Network, LLC1,834$87.1K<0.01%new13F-HRTimeline
Trust Co1,545$73.4K0.01%-6313F-HRTimeline
Federation des caisses Desjardins du Qu…1,505$71.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,495$70.9K<0.01%+1113F-HRTimeline
Silver Grove Financial Group, Inc.1,361$64.6K0.05%new13F-HRTimeline
WFA of San Diego, LLC1,341$63.7K0.05%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,233$58.5K<0.01%-57413F-HR/ATimelineGroup
Signature Resources Capital Management,…1,131$53.7K0.03%+6513F-HRTimeline
CBIZ Investment Advisory Services, LLC1,095$52K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC950$45.1K<0.01%-33813F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.941$44.7K0.03%013F-HRTimeline
Smithfield Trust Co920$44K<0.01%013F-HRTimeline
Robinswood Financial LLC647$30.7K0.01%013F-HR/ATimeline
Lodestone Wealth Management LLC645$30.6K0.01%+513F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/638$30.3K<0.01%013F-HRTimelineGroup
BIRCHBROOK, INC.500$23.7K0.01%+3413F-HRTimeline
Archer Investment Corp463$22K<0.01%013F-HRTimeline
Scarborough Advisors, LLC439$20.8K<0.01%+313F-HRTimeline
Pacifica Partners Inc.417$19.8K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC385$18.3K<0.01%new13F-HRTimeline
Financial Perspectives, Inc367$17.4K<0.01%+313F-HRTimeline
Allworth Financial LP307$14.6K<0.01%-32313F-HRTimeline
Glassy Mountain Advisors, Inc.304$14.4K<0.01%-2513F-HRTimeline
IFP Advisors, Inc291$13.8K<0.01%013F-HRTimeline
Fort Vancouver Investment Management, L…261$12.4K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY256$12.2K<0.01%013F-HRTimelineGroup
Triumph Capital Management242$11.5K<0.01%+2813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO214$10.1K<0.01%new13F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.114$5.41K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…112$5.32K<0.01%013F-HRTimeline
CENTRAL TRUST Co109$5.17K<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC104$4.92K<0.01%-3013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC97$4.61K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$4.04K<0.01%013F-HRTimeline
Dunhill Financial, LLC84$3.99K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC63$2.98K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC51$2.42K<0.01%-6413F-HRTimeline
Larson Financial Group LLC46$2.18K<0.01%013F-HRTimeline
Coston, McIsaac & Partners42$2K<0.01%+113F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.35$1.66K<0.01%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC10$475<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$95<0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC1$42<0.01%-10713F-HRTimeline