iShares Usd Green Bond ETFBGRNETF
13F holders, Q2 2025 (June 30)116holders −2
12new positions
15sold out
$47.67avg. 13F price*
At the end of Q2 2025, 116 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, down 2 from Q1 2025. 12 opened new positions and 15 sold out. The largest holders were Betterment LLC ($62.5M), Empower Advisory Group, LLC ($50.6M) and Mercer Global Advisors Inc. ($35.6M).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 15 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 434,345 shares bought and 341,548 shares sold, net +92,797 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Betterment LLC | 0.13% | Reduce -0.8% | 1,310,676 | $62.5M |
| Empower Advisory Group, LLC | 0.15% | Add +1.1% | 1,062,274 | $50.6M |
| Mercer Global Advisors Inc. | 0.08% | Add +14.4% | 747,624 | $35.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.6% | 659,577 | $31.4M |
| Bank of America Corp. | 0.00% | Add +16.1% | 299,337 | $14.3M |
| Francis Financial, Inc. | 2.79% | Reduce -31.5% | 253,244 | $12.1M |
| Royal Bank of Canada | 0.00% | Add +3.3% | 224,446 | $10.7M |
| LPL Financial LLC | 0.00% | Add +18.3% | 141,492 | $6.7M |
| Creative Planning | 0.01% | Add +11.5% | 141,099 | $6.7M |
| Seeds Investor LLC | 1.26% | Reduce -5.0% | 112,730 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +1.9% | 84,609 | $4.0M |
| UBS Group AG | 0.00% | Reduce -3.4% | 71,932 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +107.1% | 68,389 | $3.3M |
| Assetmark, Inc. | 0.01% | Add +2.4% | 67,385 | $3.2M |
| Laurel Wealth Planning LLC | 1.72% | Add +6.9% | 63,416 | $3.0M |
| Cetera Investment Advisers | 0.00% | Reduce -43.9% | 51,807 | $2.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +21.3% | 42,700 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 39,105 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | New | 36,187 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +12.4% | 35,426 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +17759.0% | 34,825 | $1.7M |
| Modern Wealth Management, LLC | 0.04% | Add +78.7% | 30,718 | $1.5M |
| Plum Street Advisors, LLC | 0.62% | Reduce -4.8% | 29,569 | $1.4M |
| Private Wealth Management Group, LLC | 0.40% | Reduce -1.0% | 24,969 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +26.4% | 24,602 | $1.2M |
| Invera Wealth Advisors, LLC | 0.75% | Add +5.6% | 24,032 | $1.1M |
| Blue Barn Wealth, LLC | 0.48% | Add +3.7% | 21,188 | $1.0M |
| Walkner Condon Financial Advisors LLC | 0.18% | Reduce -12.1% | 20,600 | $982K |
| HighTower Advisors, LLC | 0.00% | Reduce -23.5% | 20,344 | $970K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -46.2% | 20,301 | $968K |
| First Affirmative Financial Network | 0.49% | New | 19,875 | $947K |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 18,354 | $875K |
| Brio Consultants, LLC | 0.13% | Add +0.0% | 18,083 | $862K |
| Omega Financial Group, LLC | 0.31% | Add +2.0% | 18,062 | $861K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.9% | 16,959 | $808K |
| Better Money Decisions, LLC | 0.47% | Add +2.3% | 16,112 | $768K |
| Shotwell Rutter Baer Inc | 0.51% | Reduce -1.0% | 15,693 | $744K |
| Falcon Wealth Planning | 0.07% | Add +32.5% | 15,399 | $734K |
| PrairieView Partners, LLC | 0.07% | Add +3.1% | 14,915 | $710K |
| Tanager Wealth Management LLP | 0.08% | No change | 14,690 | $700K |
| Arax Advisory Partners | 0.03% | New | 14,272 | $680K |
| Aprio Wealth Management, LLC | 0.08% | Add +3.9% | 14,051 | $670K |
| Johnson Financial Group, LLC | 0.06% | No change | 14,028 | $669K |
| Osaic Holdings, Inc. | 0.00% | Add +20.9% | 13,551 | $645K |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 13,383 | $638K |
| Compound Planning, Inc. | 0.02% | Add +1.2% | 13,199 | $629K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +7.6% | 12,614 | $601K |
| Equita Financial Network, Inc. | 0.24% | Add +46.5% | 12,408 | $591K |
| Cardinal Point Capital Management ULC | 0.05% | Add +37.5% | 12,154 | $579K |
| Vontobel Holding Ltd. | 0.00% | No change | 11,786 | $562K |
| Archer Investment Management, LLC | 0.39% | No change | 11,149 | $531K |
| NewEdge Advisors, LLC | 0.00% | Add +5.0% | 11,137 | $531K |
| Citigroup Inc. | 0.00% | Reduce -10.1% | 9,943 | $474K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.0% | 9,469 | $451K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.6% | 9,373 | $447K |
| Principal Securities, Inc. | 0.01% | Add +25.4% | 8,668 | $413K |
| Westfuller Advisors, LLC | 0.22% | Add +0.2% | 8,101 | $386K |
| Kestra Advisory Services, LLC | 0.00% | Add +30.8% | 8,025 | $383K |
| MML Investors Services, LLC | 0.00% | Reduce -2.1% | 7,898 | $377K |
| Lido Advisors, LLC | 0.00% | Reduce -16.8% | 7,283 | $347K |
| Thrivent Financial for Lutherans | 0.00% | New | 7,045 | $336K |
| MAI Capital Management | 0.00% | Add +0.2% | 6,902 | $329K |
| Morgan Stanley | 0.00% | Reduce -42.1% | 6,538 | $312K |
| DORVAL Corp | 0.10% | No change | 5,738 | $274K |
| Stifel Financial Corp. | 0.00% | Add +28.0% | 5,719 | $273K |
| First National Corp. /Ma/ | 0.05% | Add +3.1% | 5,604 | $267K |
| KilterHowling LLC | 0.16% | Add +0.4% | 5,529 | $264K |
| CW Advisors, LLC | 0.00% | Add +21.8% | 5,423 | $259K |
| XY Planning Network, Inc. | 0.09% | Add +2.7% | 5,386 | $257K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.1% | 4,730 | $225K |
| Jones Financial Companies LLLP | 0.00% | Add +17.8% | 4,554 | $216K |
| Perigon Wealth Management, LLC | 0.00% | No change | 4,353 | $208K |
| Focus Partners Wealth | 0.00% | New | 4,238 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $194K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +2.2% | 3,527 | $168K |
| Bank of Montreal | 0.00% | No change | 3,332 | $159K |
| LRI Investments, LLC | 0.01% | No change | 3,099 | $148K |
| Sachetta, LLC | 0.05% | Add +7.3% | 2,572 | $123K |
| Parallel Advisors, LLC | 0.00% | No change | 2,378 | $113K |
| WealthShield Partners, LLC | 0.01% | Reduce -0.4% | 2,359 | $112K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,346 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +4.6% | 1,718 | $82K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.1% | 1,489 | $71K |
| Cwm, LLC | 0.00% | Add +0.2% | 1,495 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.8% | 1,448 | $69K |
| Trust Co | 0.01% | Reduce -2.0% | 1,433 | $68K |
| WFA of San Diego, LLC | 0.05% | — | 1,341 | $64K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.1% | 1,080 | $51K |
| Financial Connections Group, Inc. | 0.02% | New | 1,034 | $49K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| 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 +2.3% | 630 | $30K |
| Birchbrook, Inc. | 0.01% | Reduce -2.7% | 466 | $22K |
| Archer Investment Corp | 0.01% | No change | 463 | $22K |
| Scarborough Advisors, LLC | 0.00% | New | 425 | $20K |
| Pacifica Partners Inc. | 0.01% | No change | 417 | $20K |
| Financial Perspectives, Inc | 0.01% | Add +0.8% | 355 | $17K |
| IFP Advisors, Inc | 0.00% | Reduce -1.3% | 307 | $15K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | Reduce -36.8% | 220 | $10K |
| Fort Vancouver Investment Management, LLC | 0.01% | No change | 220 | $10K |
| Providence Capital Advisors, LLC | 0.00% | New | 126 | $6K |
| Allworth Financial LP | 0.00% | No change | 119 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 115 | $5K |
| Mascoma Wealth Management LLC | 0.00% | No change | 108 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.0% | 101 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 97 | $5K |
| 1 North Wealth Services LLC | 0.00% | No change | 85 | $4K |
| Dunhill Financial, LLC | 0.00% | No change | 84 | $4K |
| Larson Financial Group LLC | 0.00% | Add +72.7% | 76 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | Add +114.7% | 73 | $3K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 65 | $3K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -70.8% | 63 | $3K |
| FMR LLC | 0.00% | New | 43 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 40 | $1K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 4 | $191 |
"% 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.