iShares Usd Green Bond ETFBGRNETF
13F holders, Q1 2026 (March 31)131holders +12
15new positions
3sold out
2famous investors
$47.47avg. 13F price*
At the end of Q1 2026, 131 institutions reported holding iShares Usd Green Bond ETF (BGRN) in their 13F filings, up 12 from Q4 2025. 15 opened new positions and 3 sold out. The largest holders were Betterment LLC ($65.6M), Mercer Global Advisors Inc. ($57.6M) and Empower Advisory Group, LLC ($52.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.3M |
| Exits | 3 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 520,627 shares bought and 295,944 shares sold, net +224,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Betterment LLC | 0.12% | Add +2.6% | 1,381,155 | $65.6M |
| Mercer Global Advisors Inc. | 0.09% | Add +20.3% | 1,213,301 | $57.6M |
| Empower Advisory Group, LLC | 0.14% | Reduce -13.3% | 1,100,975 | $52.3M |
| Bank of America Corp. | 0.00% | Add +21.4% | 418,909 | $19.9M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 256,841 | $12.2M |
| Francis Financial, Inc. | 2.19% | Reduce -2.3% | 248,407 | $11.8M |
| Creative Planning | 0.01% | Add +6.7% | 189,974 | $9.0M |
| LPL Financial LLC | 0.00% | Add +11.3% | 187,588 | $8.9M |
| Impact Investors, Inc | 5.59% | Add +11.1% | 169,667 | $8.1M |
| Seeds Investor LLC | 0.91% | Add +8.2% | 139,828 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 112,763 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Add +2.4% | 100,108 | $4.8M |
| Assetmark, Inc. | 0.01% | Add +10.1% | 82,594 | $3.9M |
| Raymond James Financial Inc. | 0.00% | Add +25.8% | 75,443 | $3.6M |
| UBS Group AG | 0.00% | Reduce -4.4% | 70,938 | $3.4M |
| Laurel Wealth Planning LLC | 1.75% | Add +0.1% | 69,716 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +2.4% | 64,283 | $3.1M |
| Plum Street Advisors, LLC | 0.77% | Add +0.5% | 46,930 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +0.3% | 46,842 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.3% | 39,383 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | No change | 36,187 | $1.7M |
| Wealthfront Advisers LLC | 0.00% | Add +2.3% | 31,218 | $1.5M |
| Johnson Financial Group, LLC | 0.09% | Add +79.3% | 29,304 | $1.4M |
| Private Wealth Management Group, LLC | 0.34% | Add +2.1% | 27,196 | $1.3M |
| Brio Consultants, LLC | 0.15% | Add +22.6% | 26,426 | $1.3M |
| Invera Wealth Advisors, LLC | 0.77% | Add +6.2% | 25,277 | $1.2M |
| Equita Financial Network, Inc. | 0.35% | Reduce -2.3% | 23,254 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.0% | 22,874 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Reduce -28.5% | 21,781 | $1.0M |
| Zevin Asset Management LLC | 0.14% | Reduce -44.5% | 20,611 | $978K |
| Falcon Wealth Planning | 0.07% | Reduce -4.7% | 20,212 | $959K |
| Midwest Financial Partners Investments, Inc. | 0.48% | Add +7.8% | 19,003 | $902K |
| Omega Financial Group, LLC | 0.29% | Add +1.6% | 18,795 | $892K |
| HighTower Advisors, LLC | 0.00% | Add +6.7% | 18,740 | $890K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -58.4% | 18,700 | $888K |
| Osaic Holdings, Inc. | 0.00% | Add +32.2% | 18,675 | $887K |
| Walkner Condon Financial Advisors LLC | 0.11% | Add +5.0% | 17,942 | $852K |
| Compound Planning, Inc. | 0.02% | Reduce -3.4% | 16,965 | $805K |
| Franklin Resources Inc. | 0.00% | Reduce -10.4% | 16,862 | $800K |
| Dynamic Advisor Solutions LLC | 0.03% | Add +5.7% | 16,840 | $799K |
| Livet Wealth, LLC | 0.50% | Reduce -1.2% | 16,634 | $790K |
| Shotwell Rutter Baer Inc | 0.46% | Reduce -0.4% | 16,545 | $785K |
| Ameriprise Financial Inc. | 0.00% | Add +49.0% | 15,680 | $744K |
| Principal Securities, Inc. | 0.01% | Add +8.9% | 14,906 | $708K |
| Jones Financial Companies LLLP | 0.00% | Add +124.0% | 15,005 | $707K |
| Tanager Wealth Management LLP | 0.07% | No change | 14,853 | $705K |
| NewEdge Advisors, LLC | 0.00% | Reduce -30.4% | 14,849 | $705K |
| Cardinal Point Capital Management ULC | 0.04% | Add +3.0% | 13,838 | $657K |
| Savant Capital, LLC | 0.00% | Reduce -6.1% | 13,758 | $653K |
| XY Planning Network, Inc. | 0.10% | Add +1.5% | 13,066 | $618K |
| Citadel Advisors | 0.00% | Reduce -45.9% | 12,792 | $607K |
| Sound View Wealth Advisors Group, LLC | 0.04% | No change | 12,766 | $606K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.2% | 12,281 | $583K |
| Jane Street Group, LLC | 0.00% | New | 12,125 | $576K |
| Mariner, LLC | 0.00% | New | 12,104 | $575K |
| Citigroup Inc. | 0.00% | Add +23.2% | 11,847 | $562K |
| Vontobel Holding Ltd. | 0.00% | No change | 11,786 | $560K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.9% | 10,717 | $509K |
| Kestra Advisory Services, LLC | 0.00% | Add +50.9% | 9,900 | $470K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -4.8% | 8,949 | $425K |
| Goldman Sachs Group Inc. | 0.00% | New | 7,920 | $376K |
| KilterHowling LLC | 0.19% | Add +38.2% | 7,841 | $372K |
| MML Investors Services, LLC | 0.00% | Reduce -7.3% | 7,564 | $359K |
| Stifel Financial Corp. | 0.00% | Add +8.4% | 6,982 | $331K |
| MAI Capital Management | 0.00% | Add +0.1% | 6,942 | $330K |
| GWN Securities Inc. | 0.06% | Add +42.3% | 6,873 | $326K |
| Torren Management, LLC | 0.16% | Add +2.8% | 6,660 | $316K |
| AQR Capital Management | 0.00% | No change | 6,641 | $315K |
| DORVAL Corp | 0.09% | Add +11.2% | 6,378 | $303K |
| LRI Investments, LLC | 0.03% | Add +1.4% | 6,158 | $292K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,152 | $292K |
| First Affirmative Financial Network | 0.11% | — | 5,817 | $276K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -21.8% | 5,657 | $269K |
| TD Waterhouse Canada Inc. | 0.00% | New | 5,500 | $260K |
| Values Added Financial LLC | 0.11% | Reduce -60.1% | 5,329 | $253K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.7% | 4,882 | $232K |
| Morton Brown Family Wealth, LLC | 0.06% | Add +31.6% | 4,877 | $232K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +2.4% | 4,811 | $228K |
| Rossby Financial, LCC | 0.05% | Add +126.2% | 4,691 | $222K |
| Continuum Advisory, LLC | 0.02% | New | 4,479 | $213K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.7% | 4,280 | $203K |
| Perigon Wealth Management, LLC | 0.00% | No change | 4,221 | $200K |
| Bank of Montreal | 0.00% | No change | 3,332 | $158K |
| Clarity Asset Management, Inc. | 0.07% | Add +84.1% | 2,809 | $133K |
| Sachetta, LLC | 0.07% | Reduce -0.6% | 2,589 | $123K |
| Westfuller Advisors, LLC | 0.05% | Reduce -70.0% | 2,443 | $116K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,442 | $115K |
| WealthShield Partners, LLC | 0.01% | No change | 2,248 | $107K |
| Advisory Services Network, LLC | 0.00% | New | 1,834 | $87K |
| Trust Co | 0.01% | Reduce -3.9% | 1,545 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,505 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.7% | 1,495 | $71K |
| Silver Grove Financial Group, Inc. | 0.05% | New | 1,361 | $65K |
| WFA of San Diego, LLC | 0.05% | No change | 1,341 | $64K |
| Wells Fargo & Company | 0.00% | Reduce -31.8% | 1,233 | $59K |
| Signature Resources Capital Management, LLC | 0.03% | Add +6.1% | 1,131 | $54K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 1,095 | $52K |
| Cwm, LLC | 0.00% | Reduce -26.2% | 950 | $45K |
| Richardson Financial Services Inc. | 0.03% | No change | 941 | $45K |
| Smithfield Trust Co | 0.00% | No change | 920 | $44K |
"% 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.