iShares Usd Green Bond ETFBGRNETF
13F holders, Q4 2025 (December 31)119holders
5new positions
9sold out
2famous investors
$47.93avg. 13F price*
At the end of Q4 2025, 119 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, unchanged from Q3 2025. 5 opened new positions and 9 sold out. The largest holders were Betterment LLC ($64.5M), Empower Advisory Group, LLC ($60.9M) and Mercer Global Advisors Inc. ($48.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.4M |
| Exits | 9 | $5.5M |
All 13F filers, Q3 2025 → Q4 2025: 531,552 shares bought and 220,035 shares sold, net +311,517 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Betterment LLC | 0.12% | Add +6.9% | 1,345,583 | $64.5M |
| Empower Advisory Group, LLC | 0.16% | Add +18.0% | 1,270,352 | $60.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +6.5% | 1,008,312 | $48.3M |
| Bank of America Corp. | 0.00% | Add +4.5% | 345,000 | $16.5M |
| Francis Financial, Inc. | 2.39% | Reduce -4.2% | 254,269 | $12.2M |
| Royal Bank of Canada | 0.00% | Add +4.9% | 250,493 | $12.0M |
| Creative Planning | 0.01% | Add +12.6% | 177,978 | $8.5M |
| LPL Financial LLC | 0.00% | Add +6.9% | 168,609 | $8.1M |
| Impact Investors, Inc | 5.08% | Reduce -2.8% | 152,779 | $7.3M |
| Seeds Investor LLC | 1.19% | Add +9.4% | 129,219 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 113,413 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +9.3% | 97,756 | $4.7M |
| Assetmark, Inc. | 0.01% | Add +5.6% | 74,988 | $3.6M |
| UBS Group AG | 0.00% | Add +0.2% | 74,209 | $3.6M |
| Laurel Wealth Planning LLC | 1.85% | Add +7.3% | 69,660 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +13.6% | 62,806 | $3.0M |
| Raymond James Financial Inc. | 0.00% | Add +0.6% | 59,971 | $2.9M |
| Plum Street Advisors, LLC | 0.80% | Add +5.5% | 46,696 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +8.3% | 46,695 | $2.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -10.9% | 45,000 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 37,388 | $1.8M |
| Zevin Asset Management LLC | 0.24% | New | 37,144 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | No change | 36,187 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +7.4% | 30,518 | $1.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -6.3% | 30,468 | $1.5M |
| Private Wealth Management Group, LLC | 0.34% | Add +1.1% | 26,648 | $1.3M |
| Invera Wealth Advisors, LLC | 0.72% | Reduce -7.6% | 23,812 | $1.1M |
| Equita Financial Network, Inc. | 0.34% | Add +38.9% | 23,812 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -45.5% | 23,625 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 21,792 | $1.0M |
| Brio Consultants, LLC | 0.13% | Add +8.5% | 21,550 | $1.0M |
| NewEdge Advisors, LLC | 0.00% | Add +3.0% | 21,333 | $1.0M |
| Falcon Wealth Planning | 0.09% | Add +1.2% | 21,218 | $1.0M |
| Franklin Resources Inc. | 0.00% | Add +1.4% | 18,811 | $902K |
| Omega Financial Group, LLC | 0.30% | Reduce -0.0% | 18,506 | $887K |
| Midwest Financial Partners Investments, Inc. | 0.47% | — | 17,632 | $845K |
| Compound Planning, Inc. | 0.02% | Add +2.2% | 17,561 | $842K |
| HighTower Advisors, LLC | 0.00% | Add +0.7% | 17,556 | $842K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +1.5% | 17,096 | $820K |
| Livet Wealth, LLC | 0.50% | — | 16,834 | $807K |
| Shotwell Rutter Baer Inc | 0.48% | Add +0.6% | 16,615 | $796K |
| Johnson Financial Group, LLC | 0.05% | Add +16.5% | 16,340 | $783K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.9% | 15,933 | $764K |
| Tanager Wealth Management LLP | 0.07% | No change | 14,853 | $712K |
| Savant Capital, LLC | 0.00% | Reduce -7.2% | 14,648 | $702K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.4% | 14,129 | $677K |
| Principal Securities, Inc. | 0.01% | Add +25.8% | 13,684 | $656K |
| Cardinal Point Capital Management ULC | 0.04% | Add +2.1% | 13,436 | $644K |
| Values Added Financial LLC | 0.27% | Add +62.5% | 13,366 | $641K |
| XY Planning Network, Inc. | 0.11% | Add +139.0% | 12,873 | $617K |
| Sound View Wealth Advisors Group, LLC | 0.04% | Reduce -0.1% | 12,766 | $612K |
| Aprio Wealth Management, LLC | 0.03% | Reduce -13.4% | 12,251 | $587K |
| Vontobel Holding Ltd. | 0.00% | No change | 11,786 | $565K |
| Archer Investment Management, LLC | 0.29% | Add +0.6% | 11,382 | $546K |
| Ameriprise Financial Inc. | 0.00% | Reduce -25.5% | 10,522 | $504K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.2% | 10,122 | $485K |
| Citigroup Inc. | 0.00% | Reduce -9.8% | 9,615 | $461K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.7% | 9,402 | $451K |
| MML Investors Services, LLC | 0.00% | Reduce -1.7% | 8,161 | $391K |
| Westfuller Advisors, LLC | 0.16% | Add +0.3% | 8,137 | $390K |
| EP Wealth Advisors, LLC | 0.00% | — | 7,232 | $347K |
| Lido Advisors, LLC | 0.00% | No change | 7,064 | $340K |
| MAI Capital Management | 0.00% | Add +0.3% | 6,933 | $332K |
| Jones Financial Companies LLLP | 0.00% | Add +31.7% | 6,698 | $321K |
| AQR Capital Management | 0.00% | No change | 6,641 | $318K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.1% | 6,559 | $314K |
| Torren Management, LLC | 0.16% | — | 6,479 | $311K |
| Stifel Financial Corp. | 0.00% | Add +7.4% | 6,441 | $309K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,337 | $304K |
| CIBC Private Wealth Group LLC | 0.00% | Add +51.1% | 6,152 | $295K |
| LRI Investments, LLC | 0.02% | Add +95.3% | 6,076 | $291K |
| DORVAL Corp | 0.09% | No change | 5,738 | $275K |
| KilterHowling LLC | 0.14% | Reduce -0.3% | 5,672 | $272K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.8% | 4,847 | $232K |
| GWN Securities Inc. | 0.05% | New | 4,830 | $232K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 4,697 | $225K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.1% | 4,251 | $204K |
| Perigon Wealth Management, LLC | 0.00% | No change | 4,221 | $202K |
| Morton Brown Family Wealth, LLC | 0.05% | Add +4.8% | 3,705 | $178K |
| Atomic Invest LLC | 0.10% | — | 3,518 | $169K |
| Bank of Montreal | 0.00% | No change | 3,332 | $160K |
| Sachetta, LLC | 0.07% | Add +0.7% | 2,604 | $125K |
| WealthShield Partners, LLC | 0.01% | Reduce -4.7% | 2,248 | $108K |
| Rossby Financial, LCC | 0.03% | Add +5.4% | 2,074 | $99K |
| Wells Fargo & Company | 0.00% | Reduce -95.3% | 1,807 | $87K |
| Trust Co | 0.01% | Add +0.1% | 1,608 | $77K |
| Clarity Asset Management, Inc. | 0.04% | Add +1.4% | 1,526 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.4% | 1,505 | $72K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 1,484 | $71K |
| WFA of San Diego, LLC | 0.05% | No change | 1,341 | $64K |
| Cwm, LLC | 0.00% | Reduce -0.1% | 1,288 | $62K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.4% | 1,095 | $52K |
| Signature Resources Capital Management, LLC | 0.03% | Add +0.1% | 1,066 | $51K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
| Robinswood Financial LLC | 0.01% | Add +1.6% | 647 | $31K |
| Lodestone Wealth Management LLC | 0.01% | New | 640 | $31K |
| National Bank of Canada | 0.00% | Reduce -13.6% | 638 | $31K |
| Allworth Financial LP | 0.00% | Add +429.4% | 630 | $30K |
| Birchbrook, Inc. | 0.01% | No change | 466 | $22K |
| Archer Investment Corp | 0.01% | Reduce -2.9% | 463 | $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.