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BGRN · iShares USD Green Bond ETF ETF

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$46.66 0.00 (0.00%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $25,251,553
Total Shares: 531,914

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 1 13F filers · Δ vs Sep 30, 2024
Top Holder
100.0%
Mar 2022 → Jun 2026 · range 21.6% – 100.0%
+48.1 pts
Top 5
100.0%
Mar 2022 → Jun 2026 · range 57.9% – 100.0%
+1.7 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 73.9% – 100.0%
0.0 pts
HHI
10,000
Mar 2022 → Jun 2026 · range 1,070 – 10,000
Highly concentrated+6,601

Quarterly Activity

vs Sep 30, 2024
New
1
Increased
0
Decreased
0
Sold Out
7
Unchanged
0
Holder count: -6
Institutional value: +1423.6%
Shares held: +1451.4%

Top New Positions

vs Sep 30, 2024
Institution Acquired Value (USD) Open
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 531,914 $25,251,553

Top Sold-Out Positions

vs Sep 30, 2024
Institution Previously Held Last Value (USD) Open
FRANKLIN RESOURCES INC 17,782 $859,581
MML INVESTORS SERVICES, LLC 7,318 $353,752
Sanctuary Advisors, LLC 4,614 $223,040
Continuum Advisory, LLC 2,375 $114,807
Clarity Asset Management, Inc. 1,610 $77,827
Filter: New 1 Increased 0 Reduced 0 Sold out 7 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co BGRN $25,251,553 100.00% 531,914