iShares Usd Green Bond ETFBGRNETF
13F holders, Q3 2025 (September 30)119holders +3
12new positions
7sold out
2famous investors
$48.13avg. 13F price*
At the end of Q3 2025, 119 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 3 from Q2 2025. 12 opened new positions and 7 sold out. The largest holders were Betterment LLC ($60.6M), Empower Advisory Group, LLC ($51.8M) and Mercer Global Advisors Inc. ($45.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Usd Green Bond ETF
- CUSIP
- 46435U440
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $15.7M |
| Exits | 7 | $1.2M |
All 13F filers, Q2 2025 → Q3 2025: 731,566 shares bought and 654,351 shares sold, net +77,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Betterment LLC | 0.12% | Reduce -3.9% | 1,259,094 | $60.6M |
| Empower Advisory Group, LLC | 0.14% | Add +1.4% | 1,076,725 | $51.8M |
| Mercer Global Advisors Inc. | 0.08% | Add +26.7% | 946,916 | $45.6M |
| Bank of America Corp. | 0.00% | Add +10.2% | 329,992 | $15.9M |
| Francis Financial, Inc. | 2.28% | Add +4.8% | 265,364 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 238,826 | $11.5M |
| Creative Planning | 0.01% | Add +12.0% | 158,042 | $7.6M |
| LPL Financial LLC | 0.00% | Add +11.4% | 157,680 | $7.6M |
| Impact Investors, Inc | 4.98% | New | 157,099 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -81.5% | 121,887 | $5.9M |
| Seeds Investor LLC | 1.20% | Add +4.7% | 118,074 | $5.7M |
| Bank of New York Mellon Corp | 0.00% | Add +5.8% | 89,470 | $4.3M |
| Jane Street Group, LLC | 0.00% | New | 81,213 | $3.9M |
| UBS Group AG | 0.00% | Add +3.0% | 74,075 | $3.6M |
| Assetmark, Inc. | 0.01% | Add +5.4% | 71,016 | $3.4M |
| Laurel Wealth Planning LLC | 1.65% | Add +2.4% | 64,946 | $3.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -12.8% | 59,632 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +6.7% | 55,267 | $2.7M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +18.3% | 50,500 | $2.4M |
| Plum Street Advisors, LLC | 0.82% | Add +49.7% | 44,264 | $2.1M |
| Citadel Advisors | 0.00% | New | 43,324 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +10.3% | 43,123 | $2.1M |
| Wells Fargo & Company | 0.00% | Add +10.7% | 38,538 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 36,343 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | No change | 36,187 | $1.7M |
| Modern Wealth Management, LLC | 0.03% | Add +5.8% | 32,498 | $1.6M |
| Wealthfront Advisers LLC | 0.00% | Add +15.5% | 28,411 | $1.4M |
| Private Wealth Management Group, LLC | 0.35% | Add +5.6% | 26,367 | $1.3M |
| Invera Wealth Advisors, LLC | 0.76% | Add +7.3% | 25,783 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +6.1% | 21,543 | $1.0M |
| Falcon Wealth Planning | 0.09% | Add +36.1% | 20,961 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +86.0% | 20,719 | $997K |
| Brio Consultants, LLC | 0.13% | Add +9.9% | 19,868 | $956K |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 18,549 | $893K |
| Omega Financial Group, LLC | 0.30% | Add +2.5% | 18,509 | $891K |
| Osaic Holdings, Inc. | 0.00% | Add +32.7% | 17,982 | $865K |
| HighTower Advisors, LLC | 0.00% | Reduce -14.3% | 17,442 | $839K |
| Compound Planning, Inc. | 0.03% | Add +30.1% | 17,177 | $827K |
| Equita Financial Network, Inc. | 0.28% | Add +38.1% | 17,141 | $825K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -18.2% | 16,847 | $811K |
| Blue Barn Wealth, LLC | 0.35% | Reduce -21.5% | 16,633 | $801K |
| Shotwell Rutter Baer Inc | 0.51% | Add +5.3% | 16,522 | $794K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -6.9% | 15,793 | $760K |
| Savant Capital, LLC | 0.00% | New | 15,784 | $760K |
| Tanager Wealth Management LLP | 0.08% | Add +1.1% | 14,853 | $715K |
| Aprio Wealth Management, LLC | 0.07% | Add +0.7% | 14,153 | $681K |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 14,117 | $679K |
| Johnson Financial Group, LLC | 0.06% | No change | 14,028 | $675K |
| Cardinal Point Capital Management ULC | 0.04% | Add +8.3% | 13,158 | $634K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Add +1.3% | 12,776 | $615K |
| Vontobel Holding Ltd. | 0.00% | No change | 11,786 | $567K |
| Archer Investment Management, LLC | 0.33% | Add +1.5% | 11,319 | $545K |
| Principal Securities, Inc. | 0.01% | Add +25.5% | 10,875 | $523K |
| Citigroup Inc. | 0.00% | Add +7.2% | 10,658 | $513K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.2% | 9,446 | $455K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.4% | 9,333 | $449K |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 8,305 | $400K |
| Values Added Financial LLC | 0.18% | New | 8,225 | $396K |
| Sonoma Allocations LLC | 0.14% | — | 8,176 | $395K |
| Westfuller Advisors, LLC | 0.18% | Add +0.2% | 8,117 | $391K |
| Lido Advisors, LLC | 0.00% | Reduce -3.0% | 7,064 | $340K |
| MAI Capital Management | 0.00% | Add +0.2% | 6,915 | $333K |
| AQR Capital Management | 0.00% | New | 6,641 | $320K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -19.1% | 6,489 | $312K |
| First Affirmative Financial Network | 0.14% | Reduce -69.6% | 6,036 | $291K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 5,998 | $289K |
| First National Corp. /Ma/ | 0.05% | Add +5.1% | 5,888 | $283K |
| DORVAL Corp | 0.09% | No change | 5,738 | $276K |
| KilterHowling LLC | 0.15% | Add +2.9% | 5,690 | $274K |
| XY Planning Network, Inc. | 0.09% | No change | 5,386 | $257K |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 5,087 | $244K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.7% | 4,809 | $231K |
| Synovus Financial Corp. | 0.00% | New | 4,697 | $226K |
| Focus Partners Wealth | 0.00% | No change | 4,238 | $204K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -3.0% | 4,221 | $203K |
| Rockefeller Capital Management L.P. | 0.00% | New | 4,204 | $202K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,070 | $196K |
| Morgan Stanley | 0.00% | Reduce -43.0% | 3,726 | $179K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +0.3% | 3,537 | $170K |
| Bank of Montreal | 0.00% | No change | 3,332 | $160K |
| LRI Investments, LLC | 0.01% | Add +0.4% | 3,111 | $150K |
| Sachetta, LLC | 0.05% | Add +0.5% | 2,586 | $124K |
| WealthShield Partners, LLC | 0.01% | No change | 2,359 | $114K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.4% | 2,356 | $113K |
| Rossby Financial, LCC | 0.03% | New | 1,968 | $95K |
| Advisory Services Network, LLC | 0.00% | New | 1,762 | $85K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,718 | $83K |
| Trust Co | 0.01% | Add +12.1% | 1,607 | $77K |
| Clarity Asset Management, Inc. | 0.04% | Add +1.1% | 1,505 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.0% | 1,463 | $70K |
| WFA of San Diego, LLC | 0.04% | No change | 1,341 | $65K |
| Cwm, LLC | 0.00% | Reduce -13.8% | 1,289 | $62K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.0% | 1,091 | $53K |
| Signature Resources Capital Management, LLC | 0.03% | Add +1358.9% | 1,065 | $51K |
| Richardson Financial Services Inc. | 0.03% | Add +19.9% | 941 | $45K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| National Bank of Canada | 0.00% | No change | 738 | $35K |
| Robinswood Financial LLC | 0.01% | Add +1.1% | 637 | $31K |
| Archer Investment Corp | 0.01% | Add +3.0% | 477 | $23K |
| Birchbrook, Inc. | 0.01% | No change | 466 | $22K |
"% 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.