iShares Usd Green Bond ETFBGRNETF
13F holders, Q1 2024 (March 31)107holders
$46.89avg. 13F price*
At the end of Q1 2024, 107 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings. The largest holders were Betterment LLC ($49.5M), Empower Advisory Group, LLC ($44.1M) and Envestnet Asset Management Inc. ($20.4M).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.8M |
| Exits | 6 | $2.0M |
Ownership 107 holders
| Betterment LLC | 0.13% | Add +6.2% | 1,056,221 | $49.5M |
| Empower Advisory Group, LLC | 0.17% | Reduce -0.3% | 939,810 | $44.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +18.8% | 434,635 | $20.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +30.1% | 357,814 | $16.8M |
| Francis Financial, Inc. | 4.42% | Add +40.3% | 291,536 | $13.7M |
| Bank of America Corp. | 0.00% | Add +17.6% | 198,230 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 182,364 | $8.6M |
| LPL Financial LLC | 0.00% | Add +69.0% | 128,306 | $6.0M |
| Stewardship Advisors, LLC | 1.62% | Add +0.8% | 100,858 | $4.7M |
| Creative Planning | 0.01% | Add +37.6% | 95,693 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +1493.2% | 92,025 | $4.3M |
| HSBC Holdings PLC | 0.00% | No change | 77,900 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 72,250 | $3.4M |
| UBS Group AG | 0.00% | Reduce -14.1% | 69,927 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +22.0% | 61,246 | $2.9M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | No change | 58,200 | $2.7M |
| Laurel Wealth Planning LLC | 1.72% | Add +4.5% | 55,267 | $2.6M |
| Assetmark, Inc. | 0.01% | Add +0.5% | 39,183 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -1.6% | 34,704 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.50% | Add +4.4% | 33,188 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -5.0% | 32,462 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 28,075 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -5.6% | 25,881 | $1.2M |
| Private Wealth Management Group, LLC | 0.50% | Add +4.7% | 23,689 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,870 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +2.7% | 21,532 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -4.5% | 21,076 | $988K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.9% | 20,731 | $972K |
| Blue Barn Wealth, LLC | 0.50% | Reduce -0.2% | 19,118 | $896K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 18,878 | $885K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 17,430 | $817K |
| Berger Financial Group, Inc | 0.07% | Add +0.4% | 17,385 | $815K |
| Vontobel Holding Ltd. | 0.01% | Add +7.1% | 17,039 | $799K |
| Ameriprise Financial Inc. | 0.00% | Add +0.6% | 16,723 | $790K |
| Lido Advisors, LLC | 0.01% | Add +40.4% | 16,711 | $784K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.6% | 16,656 | $781K |
| Wealthfront Advisers LLC | 0.00% | Add +7.0% | 16,138 | $757K |
| Omega Financial Group, LLC | 0.31% | Add +9.7% | 15,908 | $746K |
| Plum Street Advisors, LLC | 0.36% | Add +1.7% | 14,570 | $704K |
| Better Money Decisions, LLC | 0.56% | Reduce -4.2% | 14,974 | $702K |
| Carr Financial Group Corp | 0.23% | No change | 14,616 | $685K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +81.5% | 13,389 | $628K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.0% | 12,741 | $597K |
| Johnson Financial Group, LLC | 0.07% | Add +0.2% | 12,206 | $572K |
| Aprio Wealth Management, LLC | 0.11% | Add +4.0% | 12,186 | $571K |
| Brio Consultants, LLC | 0.10% | Reduce -0.7% | 12,098 | $567K |
| Morgan Stanley | 0.00% | Add +6992.8% | 10,852 | $509K |
| Tanager Wealth Management LLP | 0.08% | No change | 10,595 | $497K |
| Cardinal Point Capital Management ULC | 0.09% | Reduce -3.9% | 9,994 | $469K |
| PrairieView Partners, LLC | 0.05% | Reduce -10.3% | 9,085 | $426K |
| Falcon Wealth Planning | 0.07% | Add +6.7% | 9,035 | $424K |
| Thrivent Financial for Lutherans | 0.00% | Add +7.6% | 8,285 | $388K |
| Retirement Capital Strategies | 0.15% | Reduce -36.0% | 8,065 | $378K |
| PFG Investments, LLC | 0.02% | New | 7,836 | $367K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.9% | 7,478 | $351K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.8% | 7,423 | $348K |
| MML Investors Services, LLC | 0.00% | Add +21.9% | 7,273 | $341K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +114.8% | 7,240 | $339K |
| Gould Asset Management LLC | 0.07% | New | 6,350 | $298K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +0.1% | 6,295 | $295K |
| Concentric Wealth Management, LLC | 0.07% | New | 6,000 | $281K |
| LFA - Lugano Financial Advisors SA | 0.20% | No change | 5,959 | $279K |
| JFG Wealth Management, LLC | 0.07% | Add +8.7% | 5,571 | $261K |
| KilterHowling LLC | 0.17% | Reduce -2.6% | 5,271 | $247K |
| Cwm, LLC | 0.00% | Add +66.1% | 4,987 | $234K |
| Elevated Capital Advisors, LLC | 0.06% | New | 4,818 | $226K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -10.3% | 4,665 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.7% | 4,508 | $211K |
| Carnegie Investment Counsel | 0.01% | No change | 4,340 | $204K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -46.5% | 4,317 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | New | 4,070 | $189K |
| Clarity Asset Management, Inc. | 0.12% | Reduce -1.5% | 3,588 | $168K |
| Principal Securities, Inc. | 0.00% | Add +10.5% | 3,345 | $157K |
| Avior Wealth Management, LLC | 0.01% | New | 2,867 | $134K |
| WealthShield Partners, LLC | 0.02% | No change | 2,484 | $116K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,443 | $115K |
| Continuum Advisory, LLC | 0.02% | New | 2,364 | $109K |
| Morton Brown Family Wealth, LLC | 0.04% | Add +30.3% | 2,119 | $99K |
| Sachetta, LLC | 0.04% | No change | 1,940 | $92K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,727 | $80K |
| Trust Co | 0.01% | Add +2.1% | 1,421 | $67K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2327.3% | 1,335 | $63K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 1,178 | $55K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 1,100 | $52K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 1,025 | $48K |
| Smithfield Trust Co | 0.00% | No change | 920 | $43K |
| Richardson Financial Services Inc. | 0.03% | New | 763 | $36K |
| Bank of Montreal | 0.00% | New | 751 | $35K |
| Robinswood Financial LLC | 0.01% | Add +27.8% | 584 | $27K |
| National Bank of Canada | 0.00% | Reduce -52.4% | 555 | $26K |
| Birchbrook, Inc. | 0.01% | Add +19.5% | 466 | $22K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| Scarborough Advisors, LLC | 0.01% | Add +0.7% | 460 | $22K |
| Allworth Financial LP | 0.00% | No change | 339 | $16K |
| Financial Perspectives, Inc | 0.01% | Add +0.9% | 338 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 213 | $10K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -59.8% | 198 | $9K |
| Frazier Financial Advisors, LLC | 0.01% | New | 185 | $9K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 104 | $5K |
"% 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.