iShares Usd Green Bond ETFBGRNETF
13F holders, Q2 2024 (June 30)113holders +6
11new positions
8sold out
$46.57avg. 13F price*
At the end of Q2 2024, 113 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 6 from Q1 2024. 11 opened new positions and 8 sold out. The largest holders were Betterment LLC ($55.1M), Empower Advisory Group, LLC ($44.1M) and Envestnet Asset Management Inc. ($23.5M).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $4.1M |
| Exits | 8 | $2.0M |
All 13F filers, Q1 2024 → Q2 2024: 499,515 shares bought and 213,185 shares sold, net +286,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Betterment LLC | 0.14% | Add +12.1% | 1,183,727 | $55.1M |
| Empower Advisory Group, LLC | 0.16% | Add +0.8% | 947,212 | $44.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +16.0% | 504,187 | $23.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +17.9% | 421,688 | $19.6M |
| Francis Financial, Inc. | 4.61% | Add +11.9% | 326,312 | $15.2M |
| Bank of America Corp. | 0.00% | Add +18.7% | 235,285 | $11.0M |
| Royal Bank of Canada | 0.00% | Add +2.7% | 187,339 | $8.7M |
| LPL Financial LLC | 0.00% | Add +5.3% | 135,145 | $6.3M |
| Creative Planning | 0.01% | Add +18.1% | 113,001 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +2.1% | 93,948 | $4.4M |
| HSBC Holdings PLC | 0.00% | No change | 77,900 | $3.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 70,918 | $3.3M |
| UBS Group AG | 0.00% | Reduce -0.8% | 69,339 | $3.2M |
| Laurel Wealth Planning LLC | 1.83% | Add +2.2% | 56,507 | $2.6M |
| Stewardship Advisors, LLC | 0.82% | Reduce -46.9% | 53,590 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +20.6% | 47,249 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.4% | 35,535 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -45.6% | 31,630 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +14.8% | 32,234 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | New | 27,173 | $1.3M |
| Robinson Smith Wealth Advisors LLC | 1.05% | Reduce -22.5% | 25,715 | $1.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.0% | 25,613 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.8% | 25,388 | $1.2M |
| Private Wealth Management Group, LLC | 0.50% | Add +4.1% | 24,662 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +11.4% | 23,484 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 21,630 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +5.7% | 19,955 | $929K |
| Blue Barn Wealth, LLC | 0.50% | Add +0.0% | 19,123 | $890K |
| Franklin Resources Inc. | 0.00% | Add +1.8% | 17,736 | $825K |
| Lido Advisors, LLC | 0.01% | Add +5.5% | 17,623 | $820K |
| Wealthfront Advisers LLC | 0.00% | Add +6.7% | 17,220 | $801K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 16,666 | $776K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.3% | 16,446 | $765K |
| Omega Financial Group, LLC | 0.31% | Add +2.8% | 16,349 | $761K |
| Better Money Decisions, LLC | 0.55% | Add +4.5% | 15,650 | $728K |
| M Holdings Securities, Inc. | 0.09% | New | 15,636 | $728K |
| Plum Street Advisors, LLC | 0.39% | Reduce -1.1% | 14,405 | $670K |
| Brio Consultants, LLC | 0.11% | Add +16.2% | 14,059 | $654K |
| Johnson Financial Group, LLC | 0.08% | Add +12.1% | 13,686 | $637K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.7% | 13,462 | $627K |
| Jane Street Group, LLC | 0.00% | Reduce -78.3% | 13,261 | $617K |
| Shotwell Rutter Baer Inc | 0.55% | New | 13,202 | $617K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.0% | 13,251 | $617K |
| Tanager Wealth Management LLP | 0.09% | Add +23.5% | 13,084 | $609K |
| Invera Wealth Advisors, LLC | 0.62% | New | 12,825 | $602K |
| Aprio Wealth Management, LLC | 0.11% | Add +4.5% | 12,741 | $593K |
| Vontobel Holding Ltd. | 0.00% | Reduce -25.5% | 12,687 | $590K |
| Flow Traders U.S. LLC | 0.03% | New | 12,627 | $588K |
| Osaic Holdings, Inc. | 0.00% | Reduce -41.1% | 12,206 | $568K |
| Berger Financial Group, Inc | 0.04% | Reduce -30.7% | 12,051 | $561K |
| Morgan Stanley | 0.00% | Add +0.0% | 10,853 | $505K |
| Carr Financial Group Corp | 0.15% | Reduce -30.6% | 10,150 | $472K |
| Northwest & Ethical Investments L.P. | 0.01% | Add +38.3% | 10,010 | $466K |
| Falcon Wealth Planning | 0.06% | Add +6.7% | 9,644 | $449K |
| PrairieView Partners, LLC | 0.05% | Add +5.7% | 9,604 | $446K |
| Cardinal Point Capital Management ULC | 0.07% | Reduce -12.6% | 8,734 | $406K |
| Thrivent Financial for Lutherans | 0.00% | Add +3.6% | 8,584 | $400K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +12.4% | 8,406 | $391K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.7% | 8,362 | $389K |
| PFG Investments, LLC | 0.03% | Reduce -1.3% | 7,738 | $360K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 7,421 | $345K |
| Gould Asset Management LLC | 0.07% | No change | 6,350 | $296K |
| JFG Wealth Management, LLC | 0.08% | Add +9.1% | 6,080 | $283K |
| Concentric Wealth Management, LLC | 0.07% | No change | 6,000 | $279K |
| LFA - Lugano Financial Advisors SA | 0.21% | No change | 5,959 | $277K |
| KilterHowling LLC | 0.17% | Add +1.2% | 5,332 | $248K |
| Cwm, LLC | 0.00% | Add +2.2% | 5,097 | $237K |
| Equita Financial Network, Inc. | 0.09% | New | 4,738 | $221K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.8% | 4,726 | $220K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -2.6% | 4,693 | $218K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Reduce -28.0% | 4,530 | $211K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,506 | $207K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $190K |
| Clarity Asset Management, Inc. | 0.11% | Reduce -3.3% | 3,471 | $162K |
| Principal Securities, Inc. | 0.00% | Add +3.2% | 3,451 | $161K |
| Bank of Montreal | 0.00% | Add +343.7% | 3,332 | $156K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 2,895 | $135K |
| WealthShield Partners, LLC | 0.02% | No change | 2,484 | $116K |
| Continuum Advisory, LLC | 0.02% | Reduce -0.3% | 2,356 | $110K |
| Morton Brown Family Wealth, LLC | 0.04% | Reduce -2.6% | 2,063 | $97K |
| Sachetta, LLC | 0.04% | Add +2.0% | 1,978 | $93K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -32.8% | 1,643 | $76K |
| Trust Co | 0.01% | No change | 1,421 | $66K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +542.7% | 1,369 | $64K |
| WFA of San Diego, LLC | 0.06% | — | 1,341 | $62K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 1,100 | $51K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 1,036 | $48K |
| Smithfield Trust Co | 0.00% | No change | 920 | $43K |
| Clearstead Advisors, LLC | 0.00% | Reduce -52.5% | 821 | $38K |
| Jones Financial Companies LLLP | 0.00% | New | 801 | $37K |
| Richardson Financial Services Inc. | 0.03% | No change | 763 | $36K |
| National Bank of Canada | 0.00% | No change | 555 | $26K |
| Robinswood Financial LLC | 0.01% | Reduce -19.2% | 472 | $22K |
| Birchbrook, Inc. | 0.01% | No change | 466 | $22K |
| Scarborough Advisors, LLC | 0.01% | Add +1.1% | 465 | $22K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| Pacifica Partners Inc. | 0.01% | New | 417 | $19K |
| Allworth Financial LP | 0.00% | No change | 339 | $16K |
| Financial Perspectives, Inc | 0.01% | Add +0.9% | 341 | $16K |
| IFP Advisors, Inc | 0.00% | New | 239 | $11K |
| Fort Vancouver Investment Management, LLC | 0.01% | — | 161 | $7K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $5K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -45.5% | 108 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 95 | $4K |
| Larson Financial Group LLC | 0.00% | Add +2.4% | 43 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -38.2% | 34 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 32 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 31 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -97.8% | 30 | $1K |
| Coston, McIsaac & Partners | 0.00% | Add +2.6% | 39 | $1K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -98.6% | 17 | $791 |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $47 |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $0 |
"% 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.