iShares Usd Green Bond ETFBGRNETF
13F holders, Q1 2025 (March 31)118holders +1
14new positions
15sold out
1famous investor
$47.36avg. 13F price*
At the end of Q1 2025, 118 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 1 from Q4 2024. 14 opened new positions and 15 sold out. The largest holders were Betterment LLC ($62.6M), Empower Advisory Group, LLC ($49.7M) and Mercer Global Advisors Inc. ($30.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $4.5M |
| Exits | 15 | $4.9M |
All 13F filers, Q4 2024 → Q1 2025: 362,886 shares bought and 163,824 shares sold, net +199,062 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Betterment LLC | 0.15% | Add +2.2% | 1,321,558 | $62.6M |
| Empower Advisory Group, LLC | 0.16% | Add +4.8% | 1,050,426 | $49.7M |
| Mercer Global Advisors Inc. | 0.07% | Add +8.1% | 653,397 | $30.9M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.4% | 636,797 | $30.2M |
| Francis Financial, Inc. | 4.26% | Add +7.2% | 369,746 | $17.5M |
| Bank of America Corp. | 0.00% | Add +8.5% | 257,806 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 217,330 | $10.3M |
| Creative Planning | 0.01% | Add +6.2% | 126,539 | $6.0M |
| LPL Financial LLC | 0.00% | Reduce -20.5% | 119,656 | $5.7M |
| Seeds Investor LLC | 1.58% | Add +8.4% | 118,609 | $5.6M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 92,316 | $4.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.9% | 83,036 | $3.9M |
| UBS Group AG | 0.00% | Add +1.9% | 74,493 | $3.5M |
| Assetmark, Inc. | 0.01% | Add +11.3% | 65,807 | $3.1M |
| Laurel Wealth Planning LLC | 1.87% | Add +2.7% | 59,302 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +136.7% | 39,533 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +2.2% | 37,751 | $1.8M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +10.4% | 35,200 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 33,019 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.7% | 31,522 | $1.5M |
| Plum Street Advisors, LLC | 0.71% | Add +1.3% | 31,053 | $1.5M |
| Jane Street Group, LLC | 0.00% | New | 29,424 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +5.9% | 26,580 | $1.3M |
| Private Wealth Management Group, LLC | 0.44% | Reduce -6.1% | 25,219 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.22% | Add +5.6% | 23,443 | $1.1M |
| Invera Wealth Advisors, LLC | 0.70% | Add +12.1% | 22,758 | $1.1M |
| Blue Barn Wealth, LLC | 0.50% | Add +6.1% | 20,425 | $967K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +48.3% | 19,507 | $924K |
| Wealthfront Advisers LLC | 0.00% | Add +0.2% | 19,472 | $922K |
| Northwest & Ethical Investments L.P. | 0.02% | Add +15.8% | 18,456 | $874K |
| Franklin Resources Inc. | 0.00% | Add +0.7% | 18,159 | $860K |
| Brio Consultants, LLC | 0.13% | Add +4.7% | 18,075 | $856K |
| Omega Financial Group, LLC | 0.32% | Add +8.4% | 17,710 | $839K |
| Modern Wealth Management, LLC | 0.03% | Reduce -6.6% | 17,189 | $814K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +0.2% | 16,328 | $773K |
| Shotwell Rutter Baer Inc | 0.66% | Add +7.7% | 15,849 | $748K |
| Better Money Decisions, LLC | 0.50% | Add +4.3% | 15,750 | $746K |
| Tanager Wealth Management LLP | 0.09% | Reduce -13.6% | 14,690 | $696K |
| PrairieView Partners, LLC | 0.07% | Add +5.3% | 14,459 | $684K |
| Johnson Financial Group, LLC | 0.07% | Reduce -0.1% | 14,028 | $664K |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.4% | 13,675 | $648K |
| Susquehanna International Group, LLP | 0.00% | New | 13,605 | $644K |
| Aprio Wealth Management, LLC | 0.08% | Add +4.4% | 13,518 | $640K |
| Compound Planning, Inc. | 0.03% | New | 13,041 | $618K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.4% | 11,786 | $558K |
| Sound View Wealth Advisors Group, LLC | 0.05% | Add +4.6% | 11,723 | $555K |
| Falcon Wealth Planning | 0.06% | Reduce -11.3% | 11,622 | $550K |
| Morgan Stanley | 0.00% | Add +4.1% | 11,300 | $535K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 11,209 | $531K |
| Archer Investment Management, LLC | 0.37% | Reduce -6.8% | 11,149 | $528K |
| Citigroup Inc. | 0.00% | New | 11,055 | $524K |
| NewEdge Advisors, LLC | 0.00% | Add +26.8% | 10,610 | $502K |
| Carr Financial Group Corp | 0.16% | Add +0.7% | 10,471 | $496K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -23.2% | 9,321 | $441K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.2% | 9,100 | $431K |
| Cardinal Point Capital Management ULC | 0.04% | Reduce -7.0% | 8,839 | $419K |
| Lido Advisors, LLC | 0.00% | Reduce -37.6% | 8,756 | $415K |
| Equita Financial Network, Inc. | 0.14% | Add +34.3% | 8,471 | $401K |
| Westfuller Advisors, LLC | 0.26% | New | 8,086 | $383K |
| MML Investors Services, LLC | 0.00% | Add +10.6% | 8,065 | $382K |
| JFG Wealth Management, LLC | 0.08% | No change | 7,304 | $346K |
| MAI Capital Management | 0.00% | Add +0.1% | 6,889 | $326K |
| Principal Securities, Inc. | 0.01% | No change | 6,910 | $322K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.7% | 6,137 | $291K |
| LFA - Lugano Financial Advisors SA | 0.19% | No change | 5,959 | $282K |
| Fermata Advisors, LLC | 0.05% | Reduce -8.6% | 5,947 | $282K |
| DORVAL Corp | 0.11% | Reduce -2.9% | 5,738 | $272K |
| KilterHowling LLC | 0.17% | Reduce -5.2% | 5,509 | $258K |
| First National Corp. /Ma/ | 0.06% | Add +2.2% | 5,436 | $257K |
| XY Planning Network, Inc. | 0.17% | Add +2.3% | 5,243 | $248K |
| Citadel Advisors | 0.00% | New | 5,087 | $241K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 4,704 | $223K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 4,679 | $222K |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 4,468 | $212K |
| CW Advisors, LLC | 0.00% | New | 4,451 | $211K |
| Perigon Wealth Management, LLC | 0.01% | No change | 4,353 | $206K |
| Ally Invest Advisors Inc. | 0.02% | New | 4,267 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $190K |
| Jones Financial Companies LLLP | 0.00% | Add +5.4% | 3,865 | $182K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +4.7% | 3,452 | $163K |
| Bank of Montreal | 0.00% | No change | 3,332 | $158K |
| LRI Investments, LLC | 0.01% | New | 3,099 | $147K |
| Sachetta, LLC | 0.05% | Add +1.1% | 2,397 | $114K |
| Parallel Advisors, LLC | 0.00% | New | 2,378 | $113K |
| Continuum Advisory, LLC | 0.01% | Reduce -0.3% | 2,370 | $112K |
| WealthShield Partners, LLC | 0.01% | No change | 2,369 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,643 | $78K |
| Cwm, LLC | 0.00% | Reduce -7.7% | 1,492 | $71K |
| Clarity Asset Management, Inc. | 0.05% | Reduce -9.5% | 1,487 | $70K |
| Trust Co | 0.01% | Reduce -3.1% | 1,462 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.9% | 1,423 | $67K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 1,068 | $51K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| Clearstead Advisors, LLC | 0.00% | No change | 821 | $39K |
| Richardson Financial Services Inc. | 0.03% | No change | 785 | $37K |
| National Bank of Canada | 0.00% | No change | 738 | $35K |
| Robinswood Financial LLC | 0.01% | Add +0.7% | 616 | $29K |
| Birchbrook, Inc. | 0.01% | No change | 479 | $23K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 417 | $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.