iShares Usd Green Bond ETFBGRNETF
13F holders, Q4 2024 (December 31)117holders +8
15new positions
5sold out
$46.64avg. 13F price*
At the end of Q4 2024, 117 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 8 from Q3 2024. 15 opened new positions and 5 sold out. The largest holders were Betterment LLC ($60.3M), Empower Advisory Group, LLC ($46.7M) and Envestnet Asset Management Inc. ($29.8M).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.0M |
| Exits | 5 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 508,374 shares bought and 138,362 shares sold, net +370,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 117 holders
| Betterment LLC | 0.14% | Add +6.3% | 1,293,055 | $60.3M |
| Empower Advisory Group, LLC | 0.16% | Add +4.9% | 1,001,894 | $46.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.2% | 639,128 | $29.8M |
| Mercer Global Advisors Inc. | 0.07% | Add +14.7% | 604,440 | $28.2M |
| Francis Financial, Inc. | 4.09% | Add +0.8% | 345,030 | $16.1M |
| Bank of America Corp. | 0.00% | Reduce -2.2% | 237,608 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +10.2% | 215,113 | $10.0M |
| LPL Financial LLC | 0.00% | Add +3.3% | 150,566 | $7.0M |
| Creative Planning | 0.01% | Add +3.6% | 119,174 | $5.6M |
| Seeds Investor LLC | 1.45% | New | 109,404 | $5.1M |
| Cetera Investment Advisers | 0.01% | Reduce -0.7% | 90,204 | $4.2M |
| Bank of New York Mellon Corp | 0.00% | Add +3.8% | 75,577 | $3.5M |
| UBS Group AG | 0.00% | Add +0.6% | 73,074 | $3.4M |
| HSBC Holdings PLC | 0.00% | Reduce -10.7% | 69,600 | $3.2M |
| Assetmark, Inc. | 0.01% | Add +13.7% | 59,139 | $2.8M |
| Laurel Wealth Planning LLC | 1.74% | Add +3.7% | 57,766 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.8% | 36,933 | $1.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +7.4% | 31,897 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 32,409 | $1.5M |
| Plum Street Advisors, LLC | 0.71% | Add +110.5% | 30,662 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 30,490 | $1.4M |
| Private Wealth Management Group, LLC | 0.48% | Add +0.8% | 26,848 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 25,107 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.21% | Add +2.7% | 22,208 | $1.0M |
| Invera Wealth Advisors, LLC | 0.94% | Add +23.7% | 20,307 | $947K |
| Wealthfront Advisers LLC | 0.00% | Add +14.2% | 19,428 | $906K |
| Blue Barn Wealth, LLC | 0.47% | Add +0.7% | 19,257 | $898K |
| Modern Wealth Management, LLC | 0.03% | New | 18,410 | $858K |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 18,031 | $841K |
| Brio Consultants, LLC | 0.13% | Add +15.6% | 17,257 | $805K |
| Tanager Wealth Management LLP | 0.10% | No change | 17,003 | $793K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +0.8% | 16,699 | $779K |
| Omega Financial Group, LLC | 0.29% | Add +1.6% | 16,333 | $761K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +1.7% | 16,301 | $760K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +3.2% | 15,940 | $743K |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.1% | 15,607 | $728K |
| Better Money Decisions, LLC | 0.49% | Add +18.2% | 15,094 | $704K |
| Shotwell Rutter Baer Inc | 0.57% | Add +6.0% | 14,717 | $681K |
| Johnson Financial Group, LLC | 0.08% | Reduce -0.0% | 14,039 | $654K |
| Lido Advisors, LLC | 0.00% | Reduce -4.8% | 14,024 | $654K |
| Vontobel Holding Ltd. | 0.00% | Add +5.0% | 13,772 | $642K |
| PrairieView Partners, LLC | 0.07% | Reduce -2.4% | 13,732 | $640K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -3.3% | 13,156 | $613K |
| Falcon Wealth Planning | 0.07% | Add +6.3% | 13,106 | $611K |
| Aprio Wealth Management, LLC | 0.09% | Add +1.3% | 12,944 | $603K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -8.2% | 12,132 | $566K |
| Archer Investment Management, LLC | 0.34% | — | 11,964 | $558K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +1.4% | 11,209 | $523K |
| Morgan Stanley | 0.00% | Add +0.0% | 10,855 | $506K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.5% | 10,493 | $489K |
| Carr Financial Group Corp | 0.15% | Add +1.4% | 10,397 | $485K |
| Stewardship Advisors, LLC | 0.13% | Reduce -80.4% | 10,233 | $477K |
| Cardinal Point Capital Management ULC | 0.07% | Add +7.5% | 9,504 | $443K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +3.4% | 8,902 | $415K |
| NewEdge Advisors, LLC | 0.00% | New | 8,368 | $390K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.9% | 8,258 | $385K |
| Kestra Advisory Services, LLC | 0.00% | Add +23.1% | 7,942 | $370K |
| JFG Wealth Management, LLC | 0.08% | No change | 7,304 | $341K |
| MML Investors Services, LLC | 0.00% | Reduce -0.4% | 7,290 | $340K |
| Kades & Cheifetz LLC | 0.17% | New | 6,970 | $325K |
| Principal Securities, Inc. | 0.01% | Add +65.5% | 6,910 | $322K |
| MAI Capital Management | 0.00% | New | 6,880 | $321K |
| Fermata Advisors, LLC | 0.06% | New | 6,509 | $303K |
| Equita Financial Network, Inc. | 0.11% | Add +0.1% | 6,307 | $294K |
| LFA - Lugano Financial Advisors SA | 0.18% | No change | 5,959 | $278K |
| DORVAL Corp | 0.11% | New | 5,912 | $276K |
| KilterHowling LLC | 0.15% | Add +1.9% | 5,808 | $271K |
| First National Corp. /Ma/ | 0.06% | Add +3.4% | 5,319 | $248K |
| XY Planning Network, Inc. | 0.18% | — | 5,125 | $239K |
| PFG Investments, LLC | 0.01% | Reduce -29.1% | 4,949 | $231K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 4,646 | $218K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -1.2% | 4,631 | $216K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.7% | 4,511 | $210K |
| Stifel Financial Corp. | 0.00% | New | 4,382 | $204K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -11.8% | 4,353 | $203K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $189K |
| Jones Financial Companies LLLP | 0.00% | Add +25.3% | 3,666 | $171K |
| Bank of Montreal | 0.00% | No change | 3,332 | $155K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +59.9% | 3,298 | $154K |
| Avior Wealth Management, LLC | 0.01% | Add +1.4% | 2,966 | $138K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 2,804 | $131K |
| Continuum Advisory, LLC | 0.01% | Add +0.0% | 2,376 | $111K |
| Sachetta, LLC | 0.04% | Add +19.4% | 2,370 | $110K |
| WealthShield Partners, LLC | 0.02% | Reduce -3.3% | 2,369 | $110K |
| Trust Co. of Vermont | 0.00% | New | 1,673 | $78K |
| Clarity Asset Management, Inc. | 0.05% | Add +2.0% | 1,643 | $77K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,643 | $77K |
| Cwm, LLC | 0.00% | Reduce -68.3% | 1,616 | $75K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.6% | 1,580 | $74K |
| Trust Co | 0.01% | Add +7.3% | 1,509 | $70K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 1,061 | $49K |
| Smithfield Trust Co | 0.00% | No change | 920 | $43K |
| Clearstead Advisors, LLC | 0.00% | No change | 821 | $38K |
| Richardson Financial Services Inc. | 0.03% | Reduce -49.3% | 785 | $37K |
| National Bank of Canada | 0.00% | Add +33.0% | 738 | $34K |
| Robinswood Financial LLC | 0.01% | Add +2.2% | 612 | $29K |
| Birchbrook, Inc. | 0.01% | No change | 479 | $22K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| JPMorgan Chase & Co. | 0.00% | New | 452 | $21K |
| Allworth Financial LP | 0.00% | Reduce -33.6% | 435 | $20K |
"% 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.