ISHARES TR (BGRN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
129
Reporting holders
$343.6M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $122.2M | 2,574,632 | 0.08% | 20q | +112.2%+$64.6M |
| Empower Advisory Group, LLC | $55.0M | 1,158,380 | 0.13% | 14q | +5.2%+$2.7M |
| BANK OF AMERICA CORP /DE/ | $22.6M | 476,001 | 0.00% | 30q | +13.6%+$2.7M |
| ROYAL BANK OF CANADA | $12.2M | 256,931 | 0.00% | 30q | HELD |
| Francis Financial, Inc. | $12.1M | 254,794 | 1.98% | 15q | +2.6%+$303.2K |
| LPL Financial LLC | $10.5M | 221,988 | 0.00% | 24q | +18.3%+$1.6M |
| Impact Investors, Inc | $9.6M | 201,844 | 7.01% | 4q | +19.0%+$1.5M |
| Creative Planning | $9.5M | 201,096 | 0.01% | 23q | +5.9%+$528.0K |
| SEEDS INVESTOR LLC | $6.7M | 140,678 | 0.69% | 7q | +0.6%+$40.4K |
| ENVESTNET ASSET MANAGEMENT INC | $5.7M | 119,432 | 0.00% | 22q | +5.9%+$316.6K |
| ASSETMARK, INC | $4.8M | 100,388 | 0.01% | 28q | +21.5%+$844.7K |
| Bank of New York Mellon Corp | $4.8M | 100,324 | 0.00% | 12q | HELD |
| RAYMOND JAMES FINANCIAL INC | $4.0M | 83,785 | 0.00% | 7q | +11.1%+$396.0K |
| Laurel Wealth Planning LLC | $3.4M | 72,378 | 1.52% | 20q | +3.8%+$126.4K |
| UBS Group AG | $3.4M | 71,769 | 0.00% | 29q | +1.2%+$39.4K |
| Cetera Investment Advisers | $3.1M | 64,685 | 0.00% | 13q | +0.6%+$19.1K |
| JANE STREET GROUP, LLC | $2.5M | 52,006 | 0.00% | 2q | +328.9%+$1.9M |
| Gateway Wealth Partners, LLC | $2.5M | 51,724 | 0.15% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.3M | 48,578 | 0.03% | 22q | +3.7%+$82.4K |
| Plum Street Advisors, LLC | $2.3M | 47,429 | 0.72% | 11q | +1.1%+$23.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 39,504 | 0.00% | 27q | HELD |
| Pathstone Holdings, LLC | $1.7M | 36,187 | 0.01% | 5q | HELD |
| Johnson Financial Group, LLC | $1.6M | 32,935 | 0.08% | 15q | +12.4%+$172.4K |
| Wealthfront Advisers LLC | $1.5M | 32,185 | 0.00% | 20q | +3.1%+$45.9K |
| OSAIC HOLDINGS, INC. | $1.3M | 27,100 | 0.00% | 26q | +45.1%+$400.0K |
| Brio Consultants, LLC | $1.3M | 27,083 | 0.15% | 16q | +2.5%+$31.2K |
| Invera Wealth Advisors, LLC | $1.2M | 25,827 | 0.66% | 9q | +2.2%+$26.1K |
| JONES FINANCIAL COMPANIES LLLP | $1.2M | 25,764 | 0.00% | 9q | +71.7%+$511.6K |
| Equita Financial Network, Inc. | $1.2M | 25,643 | 0.34% | 9q | +10.3%+$113.4K |
| Envestnet Portfolio Solutions, Inc. | $1.2M | 24,576 | 0.01% | 12q | +7.4%+$80.8K |
| Modern Wealth Management, LLC | $1.1M | 23,842 | 0.01% | 7q | +9.5%+$97.8K |
| NewEdge Advisors, LLC | $1.1M | 22,305 | 0.00% | 7q | +50.2%+$354.0K |
| Northwest & Ethical Investments L.P. | $1.0M | 21,656 | 0.02% | 12q | HELD |
| Private Wealth Management Group, LLC | $1.0M | 21,250 | 0.23% | 11q | -21.9%-$282.3K |
| ZEVIN ASSET MANAGEMENT LLC | $975.8K | 20,555 | 0.14% | 3q | HELD |
| HighTower Advisors, LLC | $928.9K | 19,567 | 0.00% | 19q | +4.4%+$39.3K |
| Midwest Financial Partners Investments, Inc. | $898.2K | 18,921 | 0.37% | 3q | HELD |
| Bank Julius Baer & Co. Ltd, Zurich | $887.7K | 18,700 | 0.00% | 23q | HELD |
| Omega Financial Group, LLC | $886.0K | 18,664 | 0.27% | 19q | -0.7%-$6.2K |
| Walkner Condon Financial Advisors LLC | $867.6K | 18,276 | 0.10% | 18q | +1.9%+$15.9K |
| Falcon Wealth Planning | $849.3K | 17,891 | 0.05% | 15q | -11.5%-$110.2K |
| Livet Wealth, LLC | $836.5K | 17,621 | 0.48% | 3q | +5.9%+$46.9K |
| Shotwell Rutter Baer Inc | $824.2K | 17,361 | 0.45% | 9q | +4.9%+$38.7K |
| Compound Planning, Inc. | $815.3K | 17,174 | 0.02% | 6q | +1.2%+$9.9K |
| FRANKLIN RESOURCES INC | $809.1K | 17,044 | 0.00% | 15q | +1.1%+$8.6K |
| PRINCIPAL SECURITIES, INC. | $784.7K | 16,530 | 0.01% | 11q | +10.9%+$77.1K |
| Dynamic Advisor Solutions LLC | $780.5K | 16,440 | 0.02% | 15q | -2.4%-$19.0K |
| Tanager Wealth Management LLP | $716.4K | 15,090 | 0.06% | 19q | +1.6%+$11.3K |
| AMERIPRISE FINANCIAL INC | $681.8K | 14,363 | 0.00% | 16q | -54.2%-$806.9K |
| Cardinal Point Capital Management ULC | $657.1K | 13,841 | 0.04% | 15q | HELD |
| Sound View Wealth Advisors Group, LLC | $586.8K | 12,360 | 0.04% | 8q | -3.2%-$19.3K |
| CITIGROUP INC | $578.2K | 12,180 | 0.00% | 6q | +2.8%+$15.8K |
| XY Planning Network, Inc. | $562.0K | 11,839 | 0.07% | 7q | -9.4%-$58.2K |
| Ameritas Investment Partners, Inc. | $549.6K | 11,577 | 0.01% | 23q | +8.0%+$40.8K |
| Vontobel Holding Ltd. | $517.4K | 10,899 | 0.00% | 16q | -7.5%-$42.1K |
| Aprio Wealth Management, LLC | $458.4K | 9,656 | 0.02% | 15q | -21.4%-$124.6K |
| Savant Capital, LLC | $432.7K | 9,115 | 0.00% | 4q | -33.7%-$220.4K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $427.4K | 9,003 | 0.00% | 13q | +0.6%+$2.6K |
| Values Added Financial LLC | $420.1K | 8,849 | 0.15% | 4q | +66.1%+$167.1K |
| CAPTRUST FINANCIAL ADVISORS | $407.3K | 8,580 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $403.4K | 8,498 | 0.00% | 19q | +12.3%+$44.3K |
| KilterHowling LLC | $355.9K | 7,496 | 0.16% | 19q | -4.4%-$16.4K |
| STIFEL FINANCIAL CORP | $351.2K | 7,398 | 0.00% | 7q | +6.0%+$19.7K |
| Kestra Advisory Services, LLC | $330.8K | 6,968 | 0.00% | 20q | -29.6%-$139.2K |
| MAI Capital Management | $330.2K | 6,956 | 0.00% | 7q | HELD |
| Torren Management, LLC | $324.0K | 6,825 | 0.16% | 3q | +2.5%+$7.8K |
| AQR CAPITAL MANAGEMENT LLC | $315.3K | 6,641 | 0.00% | 4q | HELD |
| Arax Advisory Partners | $315.3K | 6,641 | 0.00% | new | NEW |
| DORVAL Corp | $302.8K | 6,379 | 0.09% | 7q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $293.4K | 6,181 | 0.03% | new | NEW |
| LRI Investments, LLC | $292.3K | 6,158 | 0.02% | 6q | HELD |
| CIBC Bancorp USA Inc. | $292.1K | 6,152 | 0.00% | 2q | HELD |
| COREPATH WEALTH PARTNERS LLC | $287.2K | 6,097 | 0.18% | new | NEW |
| GWN SECURITIES INC. | $284.9K | 6,002 | 0.05% | 3q | -12.7%-$41.3K |
| ZENITH SOLUTIONS, INC. | $260.8K | 5,494 | 0.24% | new | FIRST |
| TD Waterhouse Canada Inc. | $259.9K | 5,500 | 0.00% | 2q | HELD |
| Storen Legacy Partners, LLC | $257.4K | 5,422 | 0.07% | new | NEW |
| Morton Brown Family Wealth, LLC | $247.0K | 5,202 | 0.06% | 19q | +6.7%+$15.4K |
| Continuum Advisory, LLC | $245.7K | 5,176 | 0.02% | 2q | +15.6%+$33.1K |
| Sanctuary Advisors, LLC | $234.2K | 4,934 | 0.00% | 9q | +1.1%+$2.5K |
| Rossby Financial, LCC | $231.8K | 4,882 | 0.04% | 4q | +4.1%+$9.1K |
| Pinnacle Financial Partners, Inc. | $228.4K | 4,811 | 0.00% | 3q | HELD |
| Rockefeller Capital Management L.P. | $214.3K | 4,513 | 0.00% | 4q | +5.4%+$11.1K |
| Perigon Wealth Management, LLC | $200.4K | 4,221 | 0.00% | 8q | HELD |
| BANK OF MONTREAL /CAN/ | $158.2K | 3,332 | 0.00% | 10q | HELD |
| Sachetta, LLC | $127.7K | 2,689 | 0.06% | 11q | +3.9%+$4.7K |
| Westfuller Advisors, LLC | $116.7K | 2,459 | 0.04% | 6q | +0.7% |
| Integrated Wealth Concepts LLC | $106.6K | 2,245 | 0.00% | new | NEW |
| Trust Co | $73.5K | 1,548 | 0.01% | 18q | HELD |
| Betterment LLC | $71.7K | 1,509,423 | 0.12% | 23q | +9.3%+$6.1K |
| Silver Grove Financial Group, Inc. | $64.6K | 1,361 | 0.03% | 2q | HELD |
| IFG Advisory, LLC | $52.2K | 1,100 | 0.00% | new | NEW |
| CBIZ Investment Advisory Services, LLC | $52.0K | 1,095 | 0.00% | 10q | HELD |
| RICHARDSON FINANCIAL SERVICES INC. | $46.1K | 971 | 0.03% | 10q | +3.2%+$1.4K |
| Farther Finance Advisors, LLC | $45.8K | 965 | 0.00% | 2q | -60.5%-$70.1K |
| Archer Investment Corp | $44.0K | 926 | 0.00% | 13q | +100.0%+$22.0K |
| Robinswood Financial LLC | $37.8K | 797 | 0.01% | 13q | +23.2%+$7.1K |
| NATIONAL BANK OF CANADA /FI/ | $36.3K | 765 | 0.00% | 19q | +19.9%+$6.0K |
| Signature Resources Capital Management, LLC | $31.2K | 658 | 0.01% | 11q | -41.8%-$22.4K |
| Lodestone Wealth Management LLC | $30.9K | 652 | 0.01% | 3q | +1.1% |
Showing the largest 100 of 133 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 129 | $343.6M | 7,238,923 | 12 | 60 | 20 | 0.0% |
| Q1 2026 | 129 | $262.9M | 5,538,029 | 16 | 54 | 28 | 0.0% |
| Q4 2025 | 115 | $255.6M | 5,333,179 | 5 | 56 | 20 | 0.0% |
| Q3 2025 | 116 | $242.7M | 5,043,975 | 12 | 57 | 16 | 0.0% |
| Q2 2025 | 108 | $244.7M | 5,132,955 | 10 | 50 | 20 | 0.0% |
| Q1 2025 | 111 | $227.1M | 4,791,964 | 15 | 50 | 20 | 0.1% |
| Q4 2024 | 109 | $212.9M | 4,562,687 | 15 | 49 | 18 | 0.0% |
| Q3 2024 | 99 | $205.8M | 4,253,614 | 4 | 43 | 19 | 0.0% |
| Q2 2024 | 101 | $186.8M | 4,009,797 | 8 | 40 | 29 | 0.0% |
| Q1 2024 | 97 | $166.4M | 3,548,550 | 15 | 35 | 22 | 0.0% |
| Q4 2023 | 89 | $151.2M | 3,200,577 | 6 | 33 | 26 | 0.0% |
| Q3 2023 | 82 | $135.7M | 3,008,046 | 8 | 30 | 13 | 0.0% |
| Q2 2023 | 80 | $125.9M | 2,705,642 | 11 | 33 | 13 | 0.0% |
| Q1 2023 | 73 | $114.2M | 2,424,369 | 9 | 26 | 15 | 0.0% |
| Q4 2022 | 73 | $99.9M | 2,172,563 | 18 | 24 | 15 | 0.0% |
| Q3 2022 | 71 | $138.2M | 2,995,000 | 6 | 22 | 24 | 0.0% |
| Q2 2022 | 75 | $154.9M | 3,243,432 | 5 | 32 | 19 | 0.0% |
| Q1 2022 | 74 | $127.0M | 2,489,562 | 8 | 27 | 19 | 0.0% |
| Q4 2021 | 75 | $143.7M | 2,648,807 | 14 | 35 | 7 | 0.0% |
| Q3 2021 | 60 | $111.7M | 2,035,604 | 8 | 26 | 9 | 0.0% |
| Q2 2021 | 59 | $97.8M | 1,806,791 | 8 | 24 | 13 | 0.0% |
| Q1 2021 | 57 | $88.7M | 1,633,683 | 13 | 29 | 5 | 0.0% |
| Q4 2020 | 47 | $61.7M | 1,096,416 | 11 | 17 | 4 | 0.0% |
| Q3 2020 | 38 | $40.1M | 720,499 | 10 | 15 | 3 | 0.0% |
| Q2 2020 | 29 | $29.3M | 535,577 | 7 | 14 | 4 | 0.0% |
| Q1 2020 | 24 | $30.0M | 565,218 | 10 | 12 | 1 | 0.0% |
| Q4 2019 | 17 | $13.7M | 256,053 | 6 | 9 | 0 | 0.0% |
| Q3 2019 | 10 | $4.8M | 86,144 | 4 | 2 | 3 | 0.0% |
| Q2 2019 | 8 | $9.0M | 165,933 | 4 | 3 | 0 | 0.0% |
| Q1 2019 | 5 | $1.6M | 29,741 | 4 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $5.1M | 100,000 | 0 | 0 | 0 | 0.0% |