iShares Usd Green Bond ETFBGRNETF
13F holders, Q2 2026 (June 30)132holders +1
13new positions
11sold out
1famous investor
$49.76avg. 13F price*
At the end of Q2 2026, 132 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 1 from Q1 2026. 13 opened new positions and 11 sold out. The largest holders were Betterment LLC ($71.7M), Mercer Global Advisors Inc. ($61.1M) and Empower Advisory Group, LLC ($55.0M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $48.3M |
| Exits | 11 | $2.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,166,439 shares bought and 77,190 shares sold, net +1,089,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Betterment LLC | 0.12% | Add +9.3% | 1,509,423 | $71.7M |
| Mercer Global Advisors Inc. | 0.08% | Add +6.1% | 1,287,316 | $61.1M |
| Empower Advisory Group, LLC | 0.13% | Add +5.2% | 1,158,380 | $55.0M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 24.08% | New | 531,914 | $43.5M |
| Bank of America Corp. | 0.00% | Add +13.6% | 476,001 | $22.6M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 256,931 | $12.2M |
| Francis Financial, Inc. | 1.98% | Add +2.6% | 254,794 | $12.1M |
| LPL Financial LLC | 0.00% | Add +18.3% | 221,988 | $10.5M |
| Impact Investors, Inc | 7.01% | Add +19.0% | 201,844 | $9.6M |
| Creative Planning | 0.01% | Add +5.8% | 201,096 | $9.5M |
| Seeds Investor LLC | 0.69% | Add +0.6% | 140,678 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.9% | 119,432 | $5.7M |
| Assetmark, Inc. | 0.01% | Add +21.5% | 100,388 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 100,324 | $4.8M |
| Raymond James Financial Inc. | 0.00% | Add +11.1% | 83,785 | $4.0M |
| Laurel Wealth Planning LLC | 1.52% | Add +3.8% | 72,378 | $3.4M |
| UBS Group AG | 0.00% | Add +1.2% | 71,769 | $3.4M |
| Cetera Investment Advisers | 0.00% | Add +0.6% | 64,685 | $3.1M |
| Jane Street Group, LLC | 0.00% | Add +328.9% | 52,006 | $2.5M |
| Gateway Wealth Partners, LLC | 0.15% | New | 51,724 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +3.7% | 48,578 | $2.3M |
| Plum Street Advisors, LLC | 0.72% | Add +1.1% | 47,429 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 39,504 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | No change | 36,187 | $1.7M |
| Johnson Financial Group, LLC | 0.08% | Add +12.4% | 32,935 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +3.1% | 32,185 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +45.1% | 27,100 | $1.3M |
| Brio Consultants, LLC | 0.15% | Add +2.5% | 27,083 | $1.3M |
| Invera Wealth Advisors, LLC | 0.66% | Add +2.2% | 25,827 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +71.7% | 25,764 | $1.2M |
| Equita Financial Network, Inc. | 0.34% | Add +10.3% | 25,643 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +7.4% | 24,576 | $1.2M |
| Modern Wealth Management, LLC | 0.01% | Add +9.5% | 23,842 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +50.2% | 22,305 | $1.1M |
| Private Wealth Management Group, LLC | 0.23% | Reduce -21.9% | 21,250 | $1.0M |
| Zevin Asset Management LLC | 0.14% | Reduce -0.3% | 20,555 | $976K |
| HighTower Advisors, LLC | 0.00% | Add +4.4% | 19,567 | $929K |
| Midwest Financial Partners Investments, Inc. | 0.37% | Reduce -0.4% | 18,921 | $898K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 18,700 | $888K |
| Omega Financial Group, LLC | 0.27% | Reduce -0.7% | 18,664 | $886K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +1.9% | 18,276 | $868K |
| Falcon Wealth Planning | 0.05% | Reduce -11.5% | 17,891 | $849K |
| Livet Wealth, LLC | 0.48% | Add +5.9% | 17,621 | $837K |
| Shotwell Rutter Baer Inc | 0.45% | Add +4.9% | 17,361 | $824K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 17,174 | $815K |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 17,044 | $809K |
| Principal Securities, Inc. | 0.01% | Add +10.9% | 16,530 | $785K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.4% | 16,440 | $780K |
| Tanager Wealth Management LLP | 0.06% | Add +1.6% | 15,090 | $716K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,542 | $690K |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.4% | 14,363 | $682K |
| Cardinal Point Capital Management ULC | 0.04% | Add +0.0% | 13,841 | $657K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -3.2% | 12,360 | $587K |
| Citigroup Inc. | 0.00% | Add +2.8% | 12,180 | $578K |
| XY Planning Network, Inc. | 0.07% | Reduce -9.4% | 11,839 | $562K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +8.0% | 11,577 | $550K |
| Vontobel Holding Ltd. | 0.00% | Reduce -7.5% | 10,899 | $517K |
| Aprio Wealth Management, LLC | 0.02% | Reduce -21.4% | 9,656 | $458K |
| Savant Capital, LLC | 0.00% | Reduce -33.8% | 9,115 | $433K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.6% | 9,003 | $427K |
| Values Added Financial LLC | 0.15% | Add +66.0% | 8,849 | $420K |
| Captrust Financial Advisors | 0.00% | New | 8,580 | $407K |
| MML Investors Services, LLC | 0.00% | Add +12.3% | 8,498 | $403K |
| KilterHowling LLC | 0.16% | Reduce -4.4% | 7,496 | $356K |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 7,398 | $351K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.6% | 6,968 | $331K |
| MAI Capital Management | 0.00% | Add +0.2% | 6,956 | $330K |
| Torren Management, LLC | 0.16% | Add +2.5% | 6,825 | $324K |
| Arax Advisory Partners | 0.00% | New | 6,641 | $315K |
| AQR Capital Management | 0.00% | No change | 6,641 | $315K |
| DORVAL Corp | 0.09% | Add +0.0% | 6,379 | $303K |
| Fiduciary Financial Advisors | 0.03% | New | 6,181 | $293K |
| LRI Investments, LLC | 0.02% | No change | 6,158 | $292K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 6,152 | $292K |
| Corepath Wealth Partners LLC | 0.18% | New | 6,097 | $287K |
| GWN Securities Inc. | 0.05% | Reduce -12.7% | 6,002 | $285K |
| Zenith Solutions, Inc. | 0.24% | — | 5,494 | $261K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 5,500 | $260K |
| Storen Legacy Partners, LLC | 0.07% | New | 5,422 | $257K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +6.7% | 5,202 | $247K |
| Continuum Advisory, LLC | 0.02% | Add +15.6% | 5,176 | $246K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 4,934 | $234K |
| Rossby Financial, LCC | 0.04% | Add +4.1% | 4,882 | $232K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 4,811 | $228K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.4% | 4,513 | $214K |
| Perigon Wealth Management, LLC | 0.00% | No change | 4,221 | $200K |
| Bank of Montreal | 0.00% | No change | 3,332 | $158K |
| Sachetta, LLC | 0.06% | Add +3.9% | 2,689 | $128K |
| Westfuller Advisors, LLC | 0.04% | Add +0.7% | 2,459 | $117K |
| Trust Co | 0.01% | Add +0.2% | 1,548 | $74K |
| Silver Grove Financial Group, Inc. | 0.04% | No change | 1,361 | $65K |
| IFG Advisory, LLC | 0.00% | New | 1,100 | $52K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,095 | $52K |
| Richardson Financial Services Inc. | 0.03% | Add +3.2% | 971 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -60.5% | 965 | $46K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| Robinswood Financial LLC | 0.01% | Add +23.2% | 797 | $38K |
| National Bank of Canada | 0.00% | Add +19.9% | 765 | $36K |
| Signature Resources Capital Management, LLC | 0.01% | Reduce -41.8% | 658 | $31K |
| Lodestone Wealth Management LLC | 0.01% | Add +1.1% | 652 | $31K |
"% of holder's portfolio" is BGRN's weight in each manager's 13F, not the share of iShares Usd Green Bond ETF the manager owns.