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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$46.99 +0.01 (+0.02%)
(As of 11/15/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
45
Total
Institutional Inflows
(last 12 months)
$38.85M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$5.72M
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BGRN Institutional Buying and Selling by Quarter

iShares USD Green Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Clarity Asset Management Inc.1,610$78K0.1%-53.6%0.020%
11/14/2024 Northwest & Ethical Investments L.P.15,440$746K0.0%+54.2%0.188%
11/8/2024 Equita Financial Network Inc.6,299$304K0.1%+32.9%0.077%
11/7/2024 Pathstone Holdings LLC36,187$1.75M0.0%+33.2%0.441%
11/5/2024 Empower Advisory Group LLC954,740$46.15M0.2%+0.8%11.643%
11/2/2024 Francis Financial Inc.342,416$16.55M4.4%+4.9%4.201%
11/1/2024 Assetmark Inc.52,021$2.52M0.0%+10.1%0.638%
10/31/2024 Walkner Condon Financial Advisors LLC21,616$1.05M0.2%-8.0%0.265%
10/30/2024 JFG Wealth Management LLC7,304$353K0.1%+20.1%0.090%
10/30/2024 Johnson Financial Group LLC14,041$679K0.1%+2.6%0.172%
10/30/2024 Falcon Wealth Planning12,328$596K0.1%+27.8%0.151%
10/29/2024 Private Wealth Management Group LLC26,639$1.29M0.5%+8.0%0.327%
10/28/2024 Laurel Wealth Planning LLC55,721$2.69M1.8%-1.4%0.684%
10/25/2024 Better Money Decisions LLC12,766$617K0.4%-18.4%0.157%
10/24/2024 Richardson Financial Services Inc.1,548$73K0.0%+102.9%0.019%
10/24/2024 PFG Investments LLC6,983$338K0.0%-9.8%0.086%
10/23/2024 Allworth Financial LP655$32K0.0%+93.2%0.008%
10/23/2024 Tanager Wealth Management LLP17,003$822K0.1%+30.0%0.209%
10/21/2024 Stewardship Advisors LLC52,240$2.53M0.7%-2.5%0.641%
10/16/2024 Vontobel Holding Ltd.13,122$634K0.0%+3.4%0.163%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC16,572$801K0.0%-17.0%0.206%
10/11/2024 Creative Planning115,079$5.56M0.0%+1.8%1.430%
10/8/2024 First National Corp MA ADV5,144$249K0.1%N/A0.065%
10/8/2024 Dynamic Advisor Solutions LLC16,025$775K0.0%-2.6%0.202%
10/8/2024 Omega Financial Group LLC16,071$777K0.3%-1.7%0.202%
10/7/2024 Shotwell Rutter Baer Inc13,882$664K0.5%+5.2%0.175%
9/5/2024Sanctuary Advisors LLC4,506$207K0.0%N/A0.058%
8/22/2024 Cetera Investment Advisers93,948$4.37M0.0%+2.1%1.212%
8/16/2024 Creative Planning113,001$5.26M0.0%+18.1%1.458%
8/12/2024 Mercer Global Advisors Inc. ADV421,688$19.63M0.0%+17.9%5.441%
8/8/2024 Envestnet Asset Management Inc.504,187$23.47M0.0%+16.0%6.506%
8/7/2024 Invera Wealth Advisors LLC12,825$602K0.6%N/A0.165%
8/2/2024 JFG Wealth Management LLC6,080$283K0.1%+9.1%0.078%
8/2/2024 Johnson Financial Group LLC13,686$637K0.1%+12.1%0.177%
8/1/2024PrairieView Partners LLC9,604$446K0.1%+5.7%0.124%
7/31/2024 Equita Financial Network Inc.4,738$221K0.1%N/A0.061%
7/31/2024Commonwealth Equity Services LLC32,234$1.50M0.0%+14.8%0.416%
7/30/2024 Robinson Smith Wealth Advisors LLC25,715$1.20M1.1%-22.5%0.332%
7/26/2024 Walkner Condon Financial Advisors LLC23,484$1.09M0.2%+11.4%0.303%
7/26/2024 Bank of New York Mellon Corp70,918$3.30M0.0%-1.8%0.915%
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7/25/2024 Tanager Wealth Management LLP13,084$609K0.1%+23.5%0.169%
7/25/2024 Laurel Wealth Planning LLC56,507$2.63M1.8%+2.2%0.729%
7/24/2024 Better Money Decisions LLC15,650$728K0.5%+4.5%0.202%
7/16/2024 Envestnet Portfolio Solutions Inc.35,535$1.65M0.0%+2.4%0.461%
7/16/2024 Falcon Wealth Planning9,644$449K0.1%+6.7%0.125%
7/12/2024 Carr Financial Group Corp10,150$472K0.2%-30.6%0.132%
7/12/2024 Cardinal Point Capital Management ULC8,734$406K0.1%-12.6%0.113%
7/12/2024 Omega Financial Group LLC16,349$761K0.3%+2.8%0.212%
7/12/2024 Francis Financial Inc.326,312$15.19M4.6%+11.9%4.238%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC19,955$929K0.0%+5.7%0.259%
7/11/2024 Shotwell Rutter Baer Inc13,202$617K0.5%N/A0.171%
7/10/2024 Aprio Wealth Management LLC12,741$593K0.1%+4.6%0.165%
7/10/2024 Stewardship Advisors LLC53,590$2.49M0.8%-46.9%0.696%
5/24/2024 Cetera Investment Advisers92,025$4.32M0.0%+1,493.2%1.219%
5/6/2024 Envestnet Portfolio Solutions Inc.34,704$1.63M0.0%-1.6%0.460%
5/4/2024PrairieView Partners LLC9,085$426K0.0%-10.3%0.120%
5/4/2024 Gould Asset Management LLC CA6,350$298K0.1%N/A0.084%
5/4/2024 Richardson Financial Services Inc.763$36K0.0%N/A0.010%
5/2/2024 Better Money Decisions LLC14,974$702K0.6%-4.2%0.198%
4/30/2024 Private Wealth Management Group LLC23,689$1.11M0.5%+4.7%0.314%
4/26/2024 Robinson Smith Wealth Advisors LLC33,188$1.56M1.5%+4.4%0.440%
4/23/2024 Morton Brown Family Wealth LLC2,119$99K0.0%+30.3%0.028%
4/23/2024Raymond James Financial Services Advisors Inc.25,881$1.21M0.0%-5.6%0.343%
4/22/2024 PFG Investments LLC7,836$367K0.0%N/A0.104%
4/22/2024 Laurel Wealth Planning LLC55,267$2.59M1.7%+4.5%0.732%
4/18/2024 Omega Financial Group LLC15,908$746K0.3%+9.7%0.212%
4/18/2024 Francis Financial Inc.291,536$13.67M4.4%+40.3%3.887%
4/15/2024 Elevated Capital Advisors LLC4,818$226K0.1%N/A0.064%
4/10/2024 Aprio Wealth Management LLC12,186$571K0.1%+4.0%0.162%
2/16/2024Clarity Asset Management Inc.3,643$172K0.1%N/A0.051%
2/12/2024 Robinson Smith Wealth Advisors LLC31,798$1.50M1.5%N/A0.442%
2/9/2024 Advisory Services Network LLC20,961$990K0.0%-15.7%0.291%
2/9/2024 Franklin Resources Inc.17,320$818K0.0%+1.3%0.241%
2/9/2024 Assetmark Inc.38,989$1.84M0.0%+35.7%0.542%
2/9/2024 Sachetta LLC1,940$92K0.0%N/A0.027%
2/8/2024 Private Wealth Management Group LLC22,618$1.07M0.5%N/A0.314%
2/8/2024 Beacon Pointe Advisors LLC5,203$246K0.0%N/A0.072%
2/7/2024 Envestnet Portfolio Solutions Inc.35,260$1.67M0.0%-4.6%0.490%
2/7/2024 Berger Financial Group Inc17,320$818K0.1%-29.7%0.241%
2/7/2024 Principal Securities Inc.3,027$143K0.0%N/A0.042%
2/6/2024 Johnson Financial Group LLC12,177$575K0.1%+15.7%0.169%
2/5/2024 Kestra Private Wealth Services LLC7,378$348K0.0%+5.5%0.102%
2/5/2024Brio Consultants LLC12,177$575K0.1%+24.0%0.169%
2/2/2024 Bank Julius Baer & Co. Ltd Zurich58,200$2.75M0.0%-1.2%0.808%
2/2/2024 Atria Wealth Solutions Inc.12,614$596K0.0%-2.9%0.175%
2/1/2024 CWM LLC3,003$142K0.0%-51.9%0.042%
1/30/2024 Carnegie Capital Asset Management LLC4,340$205K0.0%N/A0.060%
1/30/2024 Vontobel Holding Ltd.15,905$751K0.0%+3.3%0.221%
1/26/2024PrairieView Partners LLC10,132$479K0.1%-8.0%0.142%
1/24/2024 Walkner Condon Financial Advisors LLC22,079$1.04M0.2%+6.8%0.309%
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1/23/2024 Better Money Decisions LLC15,633$738K0.6%-7.3%0.219%
1/18/2024 Francis Financial Inc.207,858$9.82M4.2%+24.5%2.907%
1/18/2024 Shotwell Rutter Baer Inc13,326$629K0.6%N/A0.186%
1/17/2024 Aprio Wealth Management LLC11,713$553K0.1%+4.2%0.164%
1/16/2024Raymond James Financial Services Advisors Inc.27,406$1.29M0.0%-15.7%0.383%
1/12/2024 Cardinal Point Capital Management ULC10,394$491K0.1%-22.9%0.146%
1/11/2024 Stewardship Advisors LLC100,098$4.73M1.7%-9.4%1.410%
1/11/2024 Dynamic Advisor Solutions LLC16,750$784K0.0%-11.5%0.236%
1/11/2024 Omega Financial Group LLC14,501$685K0.3%-6.2%0.204%
1/11/2024 Falcon Wealth Planning8,465$400K0.1%-14.5%0.119%
(Data available from 1/1/2016 forward)

BGRN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BGRN shares?

During the previous two years, 85 institutional investors and hedge funds held shares of iShares USD Green Bond ETF. The most heavily invested institutionals were Empower Advisory Group LLC ($46.15M), Betterment LLC ($44.00M), Envestnet Asset Management Inc. ($23.47M), Mercer Global Advisors Inc. ADV ($19.63M), Francis Financial Inc. ($16.55M), Modera Wealth Management LLC ($8.56M), and Creative Planning ($5.56M).Learn more on BGRN's institutional investors.

Which institutional investors have been buying iShares USD Green Bond ETF stock?

Of the 76 institutional investors that purchased iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($57.11M), Empower Advisory Group LLC ($954.41K), Francis Financial Inc. ($369.68K), Envestnet Asset Management Inc. ($267.19K), Modera Wealth Management LLC ($189.72K), Mercer Global Advisors Inc. ADV ($142.76K), and Betterment LLC ($120.21K).

How much institutional buying is happening at iShares USD Green Bond ETF?

Institutional investors have bought a total of 59,959,892 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

Which iShares USD Green Bond ETF major shareholders have been selling company stock?

Of the 35 institutional investors that sold iShares USD Green Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stewardship Advisors LLC ($60.86K), Francis Financial Inc. ($27.26K), Berger Financial Group Inc ($23.88K), Commonwealth Equity Services LLC ($23.18K), Cardinal Point Capital Management ULC ($17.58K), Mascoma Wealth Management LLC ($7.74K), and Robinson Smith Wealth Advisors LLC ($7.47K).

How much institutional selling is happening at iShares USD Green Bond ETF?

Institutional investors have sold a total of 252,170 shares in the last 24 months. This volume of shares sold represents approximately $14.03M in transactions.


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This page (NASDAQ:BGRN) was last updated on 11/17/2024 by MarketBeat.com Staff
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