ISHARES USD GREEN BOND ETF BGRN
$47.33
+0.1% 52w: $45.27 – $47.70
Latest 13F among current holders filed 26 days ago (Jun 9, 2026)
Price — last 12 months
research preview data45.2746.4847.70
Jun 20, 2025 Jul 2, 2026
Institutional holders
131
+14 QoQ
13F value
$327.4M
+2.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$119K calls / — puts
Institutional value by quarter
Number of holders
Who owns BGRN?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Betterment LLC | Wealth advisor | 1.4M | $65.6M | 0.1% | +2.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.2M | $57.6M | 0.1% | +20.3% |
| Empower Advisory Group, LLC | Wealth advisor | 1.1M | $52.3M | 0.1% | -13.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 418.9K | $19.9M | 0.0% | +21.4% |
| ROYAL BANK OF CANADA | Bank broker | 256.8K | $12.2M | 0.0% | +2.5% |
| Francis Financial, Inc. | Wealth advisor | 248.4K | $11.8M | 2.2% | -2.3% |
| Creative Planning | Wealth advisor | 190.0K | $9.0M | 0.0% | +6.7% |
| LPL Financial LLC | Bank broker | 187.6K | $8.9M | 0.0% | +11.3% |
| Impact Investors, Inc | Wealth advisor | 169.7K | $8.1M | 5.6% | +11.1% |
| SEEDS INVESTOR LLC | Wealth advisor | 139.8K | $6.7M | 0.9% | +8.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 112.8K | $5.4M | 0.0% | -0.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 100.1K | $4.8M | 0.0% | +2.4% |
| ASSETMARK, INC | Wealth advisor | 82.6K | $3.9M | 0.0% | +10.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 75.4K | $3.6M | 0.0% | +25.8% |
| UBS Group AG | Bank broker | 70.9K | $3.4M | 0.0% | -4.4% |
| Laurel Wealth Planning LLC | Wealth advisor | 69.7K | $3.3M | 1.7% | +0.1% |
| Cetera Investment Advisers | Wealth advisor | 64.3K | $3.1M | 0.0% | +2.4% |
| Plum Street Advisors, LLC | Wealth advisor | 46.9K | $2.2M | 0.8% | +0.5% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 46.8K | $2.2M | 0.0% | +0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 39.4K | $1.9M | 0.0% | +5.3% |
| Pathstone Holdings, LLC | Diversified mechanical | 36.2K | $1.7M | 0.0% | Held |
| Wealthfront Advisers LLC | Wealth advisor | 31.2K | $1.5M | 0.0% | +2.3% |
| Johnson Financial Group, LLC | Wealth advisor | 29.3K | $1.4M | 0.1% | +79.3% |
| Private Wealth Management Group, LLC | Wealth advisor | 27.2K | $1.3M | 0.3% | +2.1% |
| Brio Consultants, LLC | Wealth advisor | 26.4K | $1.3M | 0.2% | +22.6% |
| Invera Wealth Advisors, LLC | Other | 25.3K | $1.2M | 0.8% | +6.2% |
| Equita Financial Network, Inc. | Wealth advisor | 23.3K | $1.1M | 0.3% | -2.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 22.9K | $1.1M | 0.0% | +5.0% |
| Modern Wealth Management, LLC | Wealth advisor | 21.8K | $1.0M | 0.0% | -28.5% |
| ZEVIN ASSET MANAGEMENT LLC ★2 | Fundamental diversified | 20.6K | $978K | 0.1% | -44.5% |
| Falcon Wealth Planning | Wealth advisor | 20.2K | $959K | 0.1% | -4.7% |
| Midwest Financial Partners Investments, Inc. | Wealth advisor | 19.0K | $902K | 0.5% | +7.8% |
| Omega Financial Group, LLC | Wealth advisor | 18.8K | $892K | 0.3% | +1.6% |
| HighTower Advisors, LLC | Diversified mechanical | 18.7K | $890K | 0.0% | +6.7% |
| Bank Julius Baer & Co. Ltd, Zurich | Other | 18.7K | $888K | 0.0% | -58.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 18.7K | $887K | 0.0% | +32.2% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 17.9K | $852K | 0.1% | +4.9% |
| Compound Planning, Inc. | Wealth advisor | 17.0K | $805K | 0.0% | -3.4% |
| FRANKLIN RESOURCES INC | Long only active | 16.9K | $800K | 0.0% | -10.4% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 16.8K | $799K | 0.0% | +5.7% |
| Livet Wealth, LLC | Wealth advisor | 16.6K | $790K | 0.5% | -1.2% |
| Shotwell Rutter Baer Inc | Wealth advisor | 16.5K | $785K | 0.5% | -0.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 15.7K | $744K | 0.0% | +49.0% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 14.9K | $708K | 0.0% | +8.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 15.0K | $707K | 0.0% | +124.0% |
| Tanager Wealth Management LLP | Wealth advisor | 14.9K | $705K | 0.1% | Held |
| NewEdge Advisors, LLC | Diversified mechanical | 14.8K | $705K | 0.0% | -30.4% |
| Cardinal Point Capital Management ULC | Wealth advisor | 13.8K | $657K | 0.0% | +3.0% |
| Savant Capital, LLC | Wealth advisor | 13.8K | $653K | 0.0% | -6.1% |
| XY Planning Network, Inc. | Wealth advisor | 13.1K | $618K | 0.1% | +1.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.