iShares Usd Green Bond ETFBGRNETF
13F holders, Q3 2024 (September 30)109holders −4
4new positions
9sold out
$48.37avg. 13F price*
At the end of Q3 2024, 109 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, down 4 from Q2 2024. 4 opened new positions and 9 sold out. The largest holders were Betterment LLC ($58.8M), Empower Advisory Group, LLC ($46.2M) and Envestnet Asset Management Inc. ($28.6M).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.3M |
| Exits | 9 | $3.7M |
All 13F filers, Q2 2024 → Q3 2024: 363,528 shares bought and 109,752 shares sold, net +253,776 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 109 holders
| Betterment LLC | 0.14% | Add +2.7% | 1,216,146 | $58.8M |
| Empower Advisory Group, LLC | 0.16% | Add +0.8% | 954,740 | $46.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.2% | 590,859 | $28.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +25.0% | 527,055 | $25.5M |
| Francis Financial, Inc. | 4.38% | Add +4.9% | 342,416 | $16.6M |
| Bank of America Corp. | 0.00% | Add +3.2% | 242,871 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 195,286 | $9.4M |
| LPL Financial LLC | 0.00% | Add +7.9% | 145,765 | $7.0M |
| Creative Planning | 0.01% | Add +1.8% | 115,079 | $5.6M |
| Cetera Investment Advisers | 0.01% | Reduce -3.3% | 90,856 | $4.4M |
| HSBC Holdings PLC | 0.00% | No change | 77,900 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 72,820 | $3.5M |
| UBS Group AG | 0.00% | Add +4.8% | 72,650 | $3.5M |
| Laurel Wealth Planning LLC | 1.76% | Reduce -1.4% | 55,721 | $2.7M |
| Stewardship Advisors, LLC | 0.71% | Reduce -2.5% | 52,240 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +10.1% | 52,021 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +4.8% | 37,249 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Add +33.2% | 36,187 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -6.1% | 29,693 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.5% | 32,731 | $1.6M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +26.1% | 32,300 | $1.6M |
| Private Wealth Management Group, LLC | 0.51% | Add +8.0% | 26,639 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.7% | 25,204 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -8.0% | 21,616 | $1.0M |
| Advisory Services Network, LLC | 0.02% | No change | 21,630 | $1.0M |
| Blue Barn Wealth, LLC | 0.47% | No change | 19,123 | $924K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 17,782 | $849K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.2% | 17,016 | $823K |
| Tanager Wealth Management LLP | 0.11% | Add +29.9% | 17,003 | $822K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -16.9% | 16,572 | $801K |
| Omega Financial Group, LLC | 0.29% | Reduce -1.7% | 16,071 | $777K |
| Invera Wealth Advisors, LLC | 0.77% | Add +28.0% | 16,411 | $775K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -2.6% | 16,025 | $775K |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 15,787 | $763K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +54.3% | 15,440 | $746K |
| Brio Consultants, LLC | 0.11% | Add +6.2% | 14,934 | $722K |
| Lido Advisors, LLC | 0.01% | Reduce -16.4% | 14,730 | $712K |
| Plum Street Advisors, LLC | 0.36% | Add +1.1% | 14,570 | $704K |
| PrairieView Partners, LLC | 0.07% | Add +46.5% | 14,071 | $680K |
| Johnson Financial Group, LLC | 0.08% | Add +2.6% | 14,041 | $679K |
| Shotwell Rutter Baer Inc | 0.55% | Add +5.2% | 13,882 | $664K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.1% | 13,605 | $658K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.3% | 13,208 | $638K |
| Vontobel Holding Ltd. | 0.00% | Add +3.4% | 13,122 | $634K |
| Aprio Wealth Management, LLC | 0.10% | Add +0.3% | 12,777 | $618K |
| Better Money Decisions, LLC | 0.44% | Reduce -18.4% | 12,766 | $617K |
| Falcon Wealth Planning | 0.07% | Add +27.8% | 12,328 | $596K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.6% | 12,133 | $587K |
| Sound View Wealth Advisors Group, LLC | 0.04% | New | 11,055 | $534K |
| Morgan Stanley | 0.00% | No change | 10,853 | $525K |
| Carr Financial Group Corp | 0.15% | Add +1.0% | 10,253 | $496K |
| Cardinal Point Capital Management ULC | 0.07% | Add +1.3% | 8,844 | $428K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.5% | 8,612 | $416K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 8,422 | $407K |
| MML Investors Services, LLC | 0.00% | Reduce -1.4% | 7,318 | $354K |
| JFG Wealth Management, LLC | 0.10% | Add +20.1% | 7,304 | $353K |
| PFG Investments, LLC | 0.02% | Reduce -9.8% | 6,983 | $338K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.8% | 6,452 | $312K |
| Equita Financial Network, Inc. | 0.11% | Add +33.0% | 6,299 | $304K |
| Berger Financial Group, Inc | 0.02% | Reduce -49.9% | 6,035 | $292K |
| Concentric Wealth Management, LLC | 0.07% | No change | 6,000 | $290K |
| LFA - Lugano Financial Advisors SA | 0.20% | No change | 5,959 | $288K |
| KilterHowling LLC | 0.17% | Add +6.8% | 5,697 | $275K |
| First National Corp. /Ma/ | 0.06% | New | 5,144 | $249K |
| Cwm, LLC | 0.00% | Add +0.0% | 5,099 | $246K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 5,054 | $244K |
| Perigon Wealth Management, LLC | 0.01% | New | 4,935 | $239K |
| CW Advisors, LLC | 0.00% | New | 4,839 | $234K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -0.1% | 4,688 | $227K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.4% | 4,614 | $217K |
| Principal Securities, Inc. | 0.00% | Add +21.0% | 4,175 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $197K |
| Bank of Montreal | 0.00% | No change | 3,332 | $161K |
| Jones Financial Companies LLLP | 0.00% | Add +265.3% | 2,926 | $141K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 2,925 | $141K |
| WealthShield Partners, LLC | 0.02% | Reduce -1.4% | 2,449 | $118K |
| Continuum Advisory, LLC | 0.01% | Add +0.8% | 2,375 | $112K |
| Morton Brown Family Wealth, LLC | 0.04% | No change | 2,063 | $100K |
| Sachetta, LLC | 0.04% | Add +0.3% | 1,985 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,643 | $79K |
| Clarity Asset Management, Inc. | 0.05% | Reduce -53.6% | 1,610 | $78K |
| Richardson Financial Services Inc. | 0.05% | Add +102.9% | 1,548 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +8.3% | 1,482 | $72K |
| Trust Co | 0.01% | Reduce -1.1% | 1,406 | $68K |
| WFA of San Diego, LLC | 0.05% | No change | 1,341 | $65K |
| BBJS Financial Advisors, LLC | 0.02% | No change | 1,100 | $53K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 1,046 | $51K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| Clearstead Advisors, LLC | 0.00% | No change | 821 | $40K |
| Allworth Financial LP | 0.00% | Add +93.2% | 655 | $32K |
| Robinswood Financial LLC | 0.01% | Add +26.9% | 599 | $29K |
| National Bank of Canada | 0.00% | No change | 555 | $27K |
| Birchbrook, Inc. | 0.01% | Add +2.8% | 479 | $23K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 417 | $20K |
| Financial Perspectives, Inc | 0.01% | Add +0.9% | 344 | $17K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Add +1523.5% | 276 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 239 | $12K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 161 | $8K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $6K |
| Mascoma Wealth Management LLC | 0.00% | No change | 108 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 95 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 43 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 34 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 32 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 31 | $1K |
| Coston, McIsaac & Partners | 0.00% | No change | 39 | $1K |
| Manchester Capital Management LLC | 0.00% | No change | 1 | $49 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $32 |
"% 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.