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iShares USD Green Bond ETF (BGRN) Institutional Ownership

iShares USD Green Bond ETF logo
$46.68 +0.04 (+0.09%)
As of 01/17/2025 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares USD Green Bond ETF (NASDAQ:BGRN)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$31.05M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$4.63M
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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
1/15/2025 Trust Co. of Vermont1,673$78K0.0%N/A0.020%
1/15/2025 Fermata Advisors LLC6,509$303K0.1%N/A0.077%
1/15/2025 Omega Financial Group LLC16,333$761K0.3%+1.6%0.192%
1/14/2025 Cardinal Point Capital Management ULC9,504$443K0.1%+7.5%0.112%
1/14/2025 Shotwell Rutter Baer Inc14,717$681K0.6%+6.0%0.173%
1/13/2025 Kades & Cheifetz LLC6,970$325K0.2%N/A0.082%
11/15/2024Clarity Asset Management Inc.1,610$78K0.1%-53.6%0.020%
11/14/2024Northwest & Ethical Investments L.P.15,440$746K0.0%+54.2%0.188%
11/8/2024Equita Financial Network Inc.6,299$304K0.1%+32.9%0.077%
11/7/2024Pathstone Holdings LLC36,187$1.75M0.0%+33.2%0.441%
11/5/2024Empower Advisory Group LLC954,740$46.15M0.2%+0.8%11.643%
11/2/2024Francis Financial Inc.342,416$16.55M4.4%+4.9%4.201%
11/1/2024Assetmark Inc.52,021$2.52M0.0%+10.1%0.638%
10/31/2024Walkner Condon Financial Advisors LLC21,616$1.05M0.2%-8.0%0.265%
10/30/2024JFG Wealth Management LLC7,304$353K0.1%+20.1%0.090%
10/30/2024Johnson Financial Group LLC14,041$679K0.1%+2.6%0.172%
10/30/2024Falcon Wealth Planning12,328$596K0.1%+27.8%0.151%
10/29/2024Private Wealth Management Group LLC26,639$1.29M0.5%+8.0%0.327%
10/28/2024Laurel Wealth Planning LLC55,721$2.69M1.8%-1.4%0.684%
10/25/2024Better Money Decisions LLC12,766$617K0.4%-18.4%0.157%
10/24/2024Richardson Financial Services Inc.1,548$73K0.0%+102.9%0.019%
10/24/2024PFG Investments LLC6,983$338K0.0%-9.8%0.086%
10/23/2024Allworth Financial LP655$32K0.0%+93.2%0.008%
10/23/2024Tanager Wealth Management LLP17,003$822K0.1%+30.0%0.209%
10/21/2024Stewardship Advisors LLC52,240$2.53M0.7%-2.5%0.641%
10/16/2024Vontobel Holding Ltd.13,122$634K0.0%+3.4%0.163%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC16,572$801K0.0%-17.0%0.206%
10/11/2024Creative Planning115,079$5.56M0.0%+1.8%1.430%
10/8/2024First National Corp MA ADV5,144$249K0.1%N/A0.065%
10/8/2024Dynamic 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%
8/22/2024Cetera Investment Advisers93,948$4.37M0.0%+2.1%1.212%
8/16/2024Creative Planning113,001$5.26M0.0%+18.1%1.458%
8/12/2024Mercer Global Advisors Inc. ADV421,688$19.63M0.0%+17.9%5.441%
8/8/2024Envestnet Asset Management Inc.504,187$23.47M0.0%+16.0%6.506%
8/7/2024Invera Wealth Advisors LLC12,825$602K0.6%N/A0.165%
8/2/2024JFG Wealth Management LLC6,080$283K0.1%+9.1%0.078%
8/2/2024Johnson Financial Group LLC13,686$637K0.1%+12.1%0.177%
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8/1/2024PrairieView Partners LLC9,604$446K0.1%+5.7%0.124%
7/31/2024Equita Financial Network Inc.4,738$221K0.1%N/A0.061%
7/31/2024Commonwealth Equity Services LLC32,234$1.50M0.0%+14.8%0.416%
7/30/2024Robinson Smith Wealth Advisors LLC25,715$1.20M1.1%-22.5%0.332%
7/26/2024Walkner Condon Financial Advisors LLC23,484$1.09M0.2%+11.4%0.303%
7/26/2024Bank of New York Mellon Corp70,918$3.30M0.0%-1.8%0.915%
7/25/2024Tanager Wealth Management LLP13,084$609K0.1%+23.5%0.169%
7/25/2024Laurel Wealth Planning LLC56,507$2.63M1.8%+2.2%0.729%
7/24/2024Better Money Decisions LLC15,650$728K0.5%+4.5%0.202%
7/16/2024Envestnet Portfolio Solutions Inc.35,535$1.65M0.0%+2.4%0.461%
7/16/2024Falcon Wealth Planning9,644$449K0.1%+6.7%0.125%
7/12/2024Carr 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%
7/12/2024Francis 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%
7/10/2024Stewardship Advisors LLC53,590$2.49M0.8%-46.9%0.696%
5/24/2024Cetera Investment Advisers92,025$4.32M0.0%+1,493.2%1.219%
5/6/2024Envestnet Portfolio Solutions Inc.34,704$1.63M0.0%-1.6%0.460%
5/4/2024PrairieView Partners LLC9,085$426K0.0%-10.3%0.120%
5/4/2024Gould Asset Management LLC CA6,350$298K0.1%N/A0.084%
5/4/2024Richardson Financial Services Inc.763$36K0.0%N/A0.010%
5/2/2024Better Money Decisions LLC14,974$702K0.6%-4.2%0.198%
4/30/2024Private Wealth Management Group LLC23,689$1.11M0.5%+4.7%0.314%
4/26/2024Robinson Smith Wealth Advisors LLC33,188$1.56M1.5%+4.4%0.440%
4/23/2024Morton 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%
4/22/2024PFG Investments LLC7,836$367K0.0%N/A0.104%
4/22/2024Laurel 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%
4/18/2024Francis 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%
2/12/2024Robinson Smith Wealth Advisors LLC31,798$1.50M1.5%N/A0.442%
2/9/2024Advisory Services Network LLC20,961$990K0.0%-15.7%0.291%
2/9/2024Franklin Resources Inc.17,320$818K0.0%+1.3%0.241%
2/9/2024Assetmark Inc.38,989$1.84M0.0%+35.7%0.542%
2/9/2024Sachetta LLC1,940$92K0.0%N/A0.027%
2/8/2024Private Wealth Management Group LLC22,618$1.07M0.5%N/A0.314%
2/8/2024Beacon Pointe Advisors LLC5,203$246K0.0%N/A0.072%
2/7/2024Envestnet Portfolio Solutions Inc.35,260$1.67M0.0%-4.6%0.490%
2/7/2024Berger Financial Group Inc17,320$818K0.1%-29.7%0.241%
2/7/2024Principal Securities Inc.3,027$143K0.0%N/A0.042%
2/6/2024Johnson Financial Group LLC12,177$575K0.1%+15.7%0.169%
2/5/2024Kestra Private Wealth Services LLC7,378$348K0.0%+5.5%0.102%
2/5/2024Brio Consultants LLC12,177$575K0.1%+24.0%0.169%
2/2/2024Bank Julius Baer & Co. Ltd Zurich58,200$2.75M0.0%-1.2%0.808%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

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2/2/2024Atria Wealth Solutions Inc.12,614$596K0.0%-2.9%0.175%
2/1/2024CWM LLC3,003$142K0.0%-51.9%0.042%
1/30/2024 Carnegie Capital Asset Management LLC4,340$205K0.0%N/A0.060%
1/30/2024Vontobel Holding Ltd.15,905$751K0.0%+3.3%0.221%
1/26/2024PrairieView Partners LLC10,132$479K0.1%-8.0%0.142%
1/24/2024Walkner Condon Financial Advisors LLC22,079$1.04M0.2%+6.8%0.309%
1/23/2024Better Money Decisions LLC15,633$738K0.6%-7.3%0.219%
1/18/2024Francis 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%
(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, 87 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 79 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 59,953,077 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 ($59.04K), 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 250,356 shares in the last 24 months. This volume of shares sold represents approximately $13.86M in transactions.


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This page (NASDAQ:BGRN) was last updated on 1/18/2025 by MarketBeat.com Staff
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