BGRNISHARES TR
CUSIP 46435U440 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (BGRN) has 131 institutional holders in Filings Flow’s 13F database, together reporting 6.92M shares worth $328M as of Q1 2026. The largest reported holders are Betterment LLC, Mercer Global Advisors Inc /Adv, and Empower Advisory Group, LLC.
Institutional Holders
131
Q1 2026
Reported Value
$328M
Ticker
BGRN
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Betterment LLC$52.8B AUM | 0.12% | $66M | 1.38M | Q1 2026 |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.09% | $58M | 1.21M | Q1 2026 |
| Empower Advisory Group, LLC$38.5B AUM | 0.14% | $52M | 1.10M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $20M | 418.9K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $12M | 256.8K | Q1 2026 |
| Francis Financial, Inc.$539M AUM | 2.19% | $12M | 248.4K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.01% | $9M | 190.0K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $9M | 187.6K | Q1 2026 |
| Impact Investors, Inc$144M AUM | 5.59% | $8M | 169.7K | Q1 2026 |
| SEEDS INVESTOR LLC$735M AUM | 0.91% | $7M | 139.8K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 112.8K | Q1 2026 |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 100.1K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.01% | $4M | 82.6K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 75.4K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 70.9K | Q1 2026 |
| Laurel Wealth Planning LLC$190M AUM | 1.75% | $3M | 69.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 64.3K | Q1 2026 |
| Plum Street Advisors, LLC$289M AUM | 0.77% | $2M | 46.9K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.03% | $2M | 46.8K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 39.4K | Q1 2026 |
| Pathstone Holdings, LLC$25.1B AUM | 0.01% | $2M | 36.2K | Q1 2026 |
| Wealthfront Advisers LLC$45.6B AUM | 0.00% | $1M | 31.2K | Q1 2026 |
| Johnson Financial Group, LLC$1.5B AUM | 0.09% | $1M | 29.3K | Q1 2026 |
| Private Wealth Management Group, LLC$381M AUM | 0.34% | $1M | 27.2K | Q1 2026 |
| Brio Consultants, LLC$818M AUM | 0.15% | $1M | 26.4K | Q1 2026 |
| Invera Wealth Advisors, LLC$156M AUM | 0.77% | $1M | 25.3K | Q1 2026 |
| Equita Financial Network, Inc.$318M AUM | 0.35% | $1M | 23.3K | Q1 2026 |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.01% | $1M | 22.9K | Q1 2026 |
| Modern Wealth Management, LLC$5.8B AUM | 0.02% | $1M | 21.8K | Q1 2026 |
| Northwest & Ethical Investments L.P.$4.3B AUM | 0.02% | $1M | 21.7K | Q1 2026 |
| ZEVIN ASSET MANAGEMENT LLC$723M AUM | 0.14% | $978,416 | 20.6K | Q1 2026 |
| Falcon Wealth Planning$1.5B AUM | 0.07% | $959,496 | 20.2K | Q1 2026 |
| Midwest Financial Partners Investments, Inc.$189M AUM | 0.48% | $902,103 | 19.0K | Q1 2026 |
| Omega Financial Group, LLC$308M AUM | 0.29% | $892,228 | 18.8K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $889,634 | 18.7K | Q1 2026 |
| Bank Julius Baer & Co. Ltd, Zurich$33.2B AUM | 0.00% | $887,717 | 18.7K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $886,568 | 18.7K | Q1 2026 |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.11% | $851,735 | 17.9K | Q1 2026 |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $805,356 | 17.0K | Q1 2026 |
| Blue Barn Wealth, LLC$69M AUM | 0.35% | $800,513 | 16.6K | Q3 2025OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $800,466 | 16.9K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.03% | $799,413 | 16.8K | Q1 2026 |
| Livet Wealth, LLC$157M AUM | 0.50% | $789,643 | 16.6K | Q1 2026 |
| Shotwell Rutter Baer Inc$170M AUM | 0.46% | $785,424 | 16.5K | Q1 2026 |
| Better Money Decisions, LLC$165M AUM | 0.47% | $768,065 | 16.1K | Q2 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $744,357 | 15.7K | Q1 2026 |
| PrairieView Partners, LLC$1.0B AUM | 0.07% | $710,000 | 14.9K | Q2 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $707,611 | 14.9K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $707,245 | 15.0K | Q1 2026 |
| Tanager Wealth Management LLP$1.0B AUM | 0.07% | $705,096 | 14.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $704,888 | 14.8K | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.03% | $680,347 | 14.3K | Q2 2025OLDER |
| Cardinal Point Capital Management ULC$1.8B AUM | 0.04% | $656,905 | 13.8K | Q1 2026 |
| Savant Capital, LLC$20.7B AUM | 0.00% | $653,115 | 13.8K | Q1 2026 |
| XY Planning Network, Inc.$626M AUM | 0.10% | $617,565 | 13.1K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $607,257 | 12.8K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.04% | $606,022 | 12.8K | Q1 2026 |
| Aprio Wealth Management, LLC$1.8B AUM | 0.03% | $583,018 | 12.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $575,593 | 12.1K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $574,591 | 12.1K | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $562,396 | 11.8K | Q1 2026 |
| Vontobel Holding Ltd.$29.1B AUM | 0.00% | $559,500 | 11.8K | Q1 2026 |
| Archer Investment Management, LLC$293M AUM | 0.29% | $545,604 | 11.4K | Q4 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.02% | $508,739 | 10.7K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $469,989 | 9.9K | Q1 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $424,819 | 8.9K | Q1 2026 |
| Sonoma Allocations LLC$322M AUM | 0.14% | $395,359 | 8.2K | Q3 2025OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $375,975 | 7.9K | Q1 2026 |
| KilterHowling LLC$198M AUM | 0.19% | $372,236 | 7.8K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $359,059 | 7.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $339,976 | 7.1K | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $331,447 | 7.0K | Q1 2026 |
| MAI Capital Management$17.7B AUM | 0.00% | $329,566 | 6.9K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.06% | $326,299 | 6.9K | Q1 2026 |
| Torren Management, LLC$201M AUM | 0.16% | $316,141 | 6.7K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $315,259 | 6.6K | Q1 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS$52.5B AUM | 0.00% | $304,000 | 6.3K | Q4 2025OLDER |
| DORVAL Corp$322M AUM | 0.09% | $302,762 | 6.4K | Q1 2026 |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $294,900 | 6.2K | Q4 2025OLDER |
| LRI Investments, LLC$1.1B AUM | 0.03% | $292,330 | 6.2K | Q1 2026 |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $292,045 | 6.2K | Q1 2026 |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.05% | $282,925 | 5.9K | Q3 2025OLDER |
| First Affirmative Financial Network$258M AUM | 0.11% | $276,161 | 5.8K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $268,547 | 5.7K | Q1 2026 |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $259,930 | 5.5K | Q1 2026 |
| CW Advisors, LLC$10.3B AUM | 0.00% | $258,513 | 5.4K | Q2 2025OLDER |
| Values Added Financial LLC$238M AUM | 0.11% | $252,976 | 5.3K | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $231,735 | 4.9K | Q1 2026 |
| Morton Brown Family Wealth, LLC$378M AUM | 0.06% | $231,519 | 4.9K | Q1 2026 |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.00% | $228,386 | 4.8K | Q1 2026 |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $226,057 | 4.7K | Q3 2025OLDER |
| Rossby Financial, LCC$489M AUM | 0.05% | $221,721 | 4.7K | Q1 2026 |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $212,641 | 4.5K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $203,967 | 4.2K | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $203,188 | 4.3K | Q1 2026 |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $200,378 | 4.2K | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $158,175 | 3.3K | Q1 2026 |
| Clarity Asset Management, Inc.$198M AUM | 0.07% | $133,339 | 2.8K | Q1 2026 |
| Sachetta, LLC$184M AUM | 0.07% | $122,920 | 2.6K | Q1 2026 |
| Westfuller Advisors, LLC$232M AUM | 0.05% | $115,960 | 2.4K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $115,422 | 2.4K | Q1 2026 |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.01% | $113,374 | 2.4K | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $113,359 | 2.4K | Q2 2025OLDER |
| WealthShield Partners, LLC$898M AUM | 0.01% | $106,716 | 2.2K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $87,063 | 1.8K | Q1 2026 |
| Trust Co$1.1B AUM | 0.01% | $73,365 | 1.5K | Q1 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $71,445 | 1.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $70,949 | 1.5K | Q1 2026 |
| Silver Grove Financial Group, Inc.$124M AUM | 0.05% | $64,609 | 1.4K | Q1 2026 |
| WFA of San Diego, LLC$125M AUM | 0.05% | $63,659 | 1.3K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $58,522 | 1.2K | Q1 2026 |
| Signature Resources Capital Management, LLC$211M AUM | 0.03% | $53,707 | 1.1K | Q1 2026 |
| CBIZ Investment Advisory Services, LLC$2.7B AUM | 0.00% | $51,983 | 1.1K | Q1 2026 |
| Financial Connections Group, Inc.$288M AUM | 0.02% | $49,000 | 1.0K | Q2 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $45,098 | 950 | Q1 2026 |
| RICHARDSON FINANCIAL SERVICES INC.$160M AUM | 0.03% | $44,670 | 941 | Q1 2026 |
| Smithfield Trust Co$2.3B AUM | 0.00% | $44,000 | 920 | Q1 2026 |
| Lodestone Wealth Management LLC$252M AUM | 0.01% | $30,618 | 645 | Q1 2026 |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $30,254 | 638 | Q1 2026 |
| BIRCHBROOK, INC.$213M AUM | 0.01% | $23,723 | 500 | Q1 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $21,979 | 463 | Q1 2026 |
| Scarborough Advisors, LLC$914M AUM | 0.00% | $20,838 | 439 | Q1 2026 |
| Pacifica Partners Inc.$301M AUM | 0.01% | $19,796 | 417 | Q1 2026 |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $18,277 | 385 | Q1 2026 |
| Financial Perspectives, Inc$358M AUM | 0.00% | $17,416 | 367 | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $14,574 | 307 | Q1 2026 |
| Glassy Mountain Advisors, Inc.$322M AUM | 0.00% | $14,431 | 304 | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $13,814 | 291 | Q1 2026 |
| Fort Vancouver Investment Management, LLC$197M AUM | 0.01% | $12,391 | 261 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $12,167 | 256 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $11,488 | 242 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $10,108 | 214 | Q1 2026 |
| Providence Capital Advisors, LLC$613M AUM | 0.00% | $5,631 | 117 | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,412 | 114 | Q1 2026 |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $5,317 | 112 | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $5,175 | 109 | Q1 2026 |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4,934 | 103 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $4,922 | 104 | Q1 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $4,605 | 97 | Q1 2026 |
| 1 NORTH WEALTH SERVICES LLC$277M AUM | 0.00% | $4,035 | 85 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,987 | 84 | Q1 2026 |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $3,099 | 65 | Q2 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $2,976 | 63 | Q1 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $2,422 | 51 | Q1 2026 |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $2,181 | 46 | Q1 2026 |
| Coston, McIsaac & Partners$443M AUM | 0.00% | $2,000 | 42 | Q1 2026 |
| Purpose Unlimited Inc.$2.4B AUM | 0.00% | $1,660 | 35 | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $475 | 10 | Q1 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC$1.6B AUM | 0.00% | $193 | 4 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $95 | 2 | Q1 2026 |
| Mascoma Wealth Management LLC$484M AUM | 0.00% | $42 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.