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Ishares USD Green Bond ETF (BGRN)

CUSIP: 46435U440 | NYSE | 280 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Creative Planning219,207
0.0% of portfolio›$10.0M
Assetmark, Inc112,010
0.0% of portfolio›$5.1M
Bank of New York Mellon Corp102,691
0.0% of portfolio›$4.7M
Laurel Wealth Planning LLC74,638
1.5% of portfolio›$3.4M
Cliftonlarsonallen Wealth Advisors, LLC46,757
0.0% of portfolio›$2.1M
Commonwealth Equity Services, LLC42,249
0.0% of portfolio›$1.9M
Johnson Financial Group, LLC32,919
0.1% of portfolio›$1.5M
Invera Wealth Advisors, LLC30,959
0.7% of portfolio›$1.4M
Walkner Condon Financial Advisors LLC21,797
0.1% of portfolio›$994.3K
Midwest Financial Partners Investments, Inc.21,619
0.4% of portfolio›$986.2K
Bank Julius Baer & Co. Ltd, Zurich18,700
0.0% of portfolio›$853.1K
Omega Financial Group, LLC18,465
0.3% of portfolio›$842.4K
Shotwell Rutter Baer Inc18,196
0.5% of portfolio›$830.1K
Livet Wealth, LLC17,699
0.4% of portfolio›$807.4K
Tanager Wealth Management LLP15,406
0.1% of portfolio›$702.8K
Cardinal Point Capital Management ULC14,449
0.0% of portfolio›$659.1K
Citigroup Inc13,576
0.0% of portfolio›$619.3K
Compound Planning, Inc.13,528
0.0% of portfolio›$617.1K
Thrivent Financial for Lutherans13,307
0.0% of portfolio›$607.0K
XY Planning Network, Inc.11,866
0.1% of portfolio›$541.3K
Vontobel Holding Ltd.11,186
0.0% of portfolio›$510.3K
Kestra Advisory Services, LLC10,935
0.0% of portfolio›$498.8K
Kestra Private Wealth Services, LLC10,455
0.0% of portfolio›$476.9K
Aprio Wealth Management, LLC10,225
0.0% of portfolio›$466.5K
Torren Management, LLC6,940
0.2% of portfolio›$316.6K
Private Wealth Management Group, LLC6,544
0.1% of portfolio›$298.5K
Dorval Corp6,381
0.1% of portfolio›$291.1K
First Affirmative Financial Network5,817
0.1% of portfolio›$265.4K
TD Waterhouse Canada Inc.5,500
0.0% of portfolio›$250.3K
Zenith Solutions, Inc.5,494
0.2% of portfolio›$250.6K
Values Added Financial LLC5,349
0.1% of portfolio›$244.0K
Morton Brown Family Wealth, LLC5,214
0.1% of portfolio›$237.9K
Rossby Financial, LCC4,877
0.0% of portfolio›$222.5K
4J Wealth Management LLC4,876
0.1% of portfolio›$222.4K
Farther Finance Advisors, LLC2,307
0.0% of portfolio›$105.2K
Trust Co1,669
0.0% of portfolio›$76.1K
Silver Grove Financial Group, Inc.1,361
0.0% of portfolio›$62.1K
Hickory Point Bank & Trust1,089
0.0% of portfolio›$49.7K
Richardson Financial Services Inc.971
0.0% of portfolio›$44.3K
Lodestone Wealth Management LLC659
0.0% of portfolio›$30.1K
Signature Resources Capital Management, LLC658
0.0% of portfolio›$30.0K
Birchbrook, Inc.533
0.0% of portfolio›$24.3K
Heritage Family Offices, LLP464
0.0% of portfolio›$21.2K
Archer Investment Corp463
0.0% of portfolio›$21.1K
Pacifica Partners Inc.417
0.0% of portfolio›$19.0K
Ashton Thomas Private Wealth, LLC385
0.0% of portfolio›$17.6K
Financial Perspectives, Inc375
0.0% of portfolio›$17.1K
IFP Advisors, Inc364
0.0% of portfolio›$16.6K
Triumph Capital Management242
0.0% of portfolio›$11.0K
MJT & Associates Financial Advisory Group, Inc.97
0.0% of portfolio›$4.4K
Larson Financial Group LLC47
0.0% of portfolio›$2.1K
Cassaday & Co Wealth Management LLC10
0.0% of portfolio›$457
Mascoma Wealth Management LLC1
0.0% of portfolio›$41
StyleTurnoverLocationFiled
Creative Planning
219,207$10.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Assetmark, Inc
112,010$5.1M0.0%ETFLowConcord, CA2026-10-21
Bank of New York Mellon Corp
102,691$4.7M0.0%CoreLowNew York, NY2026-11-05
Laurel Wealth Planning LLC
74,638$3.4M1.5%ETFLowEdina, MN2026-11-02
Cliftonlarsonallen Wealth Advisors, LLC
46,757$2.1M0.0%ETFLowMinneapolis, MN2026-10-14
Commonwealth Equity Services, LLC
42,249$1.9M0.0%ETFLowWaltham, MA2026-11-02
Johnson Financial Group, LLC
32,919$1.5M0.1%ETFLowDenver, CO2026-11-03
Invera Wealth Advisors, LLC
30,959$1.4M0.7%GrowthMediumBend, OR2026-10-28
Walkner Condon Financial Advisors LLC
21,797$994.3K0.1%ETFLowVerona, WI2026-11-02
Midwest Financial Partners Investments, Inc.
21,619$986.2K0.4%ETFVery LowSt. Cloud, MN2026-10-08
Bank Julius Baer & Co. Ltd, Zurich
18,700$853.1K0.0%GrowthMediumZurich, Switzerland2026-10-29
Omega Financial Group, LLC
18,465$842.4K0.3%ETFVery LowSanta Barbara, CA2026-10-29
Shotwell Rutter Baer Inc
18,196$830.1K0.5%ETFVery LowLansing, MI2026-10-14
Livet Wealth, LLC
17,699$807.4K0.4%ETFLowSpanish Fork, UT2026-10-27
Tanager Wealth Management LLP
15,406$702.8K0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Cardinal Point Capital Management ULC
14,449$659.1K0.0%ValueLowToronto, Australia2026-10-21
Citigroup Inc
13,576$619.3K0.0%CoreMediumNew York, NY2026-11-04
Compound Planning, Inc.
13,528$617.1K0.0%CoreLowNew York, NY2026-11-05
Thrivent Financial for Lutherans
13,307$607.0K0.0%GARPMediumMinneapolis, MN2026-11-05
XY Planning Network, Inc.
11,866$541.3K0.1%ETFLowBozeman, MT2026-10-14
Vontobel Holding Ltd.
11,186$510.3K0.0%CoreMediumZurich, Switzerland2026-10-16
Kestra Advisory Services, LLC
10,935$498.8K0.0%CoreLowAustin, TX2026-11-02
Kestra Private Wealth Services, LLC
10,455$476.9K0.0%GrowthLowAustin, TX2026-10-30
Aprio Wealth Management, LLC
10,225$466.5K0.0%ETFMediumAtlanta, GA2026-10-28
Torren Management, LLC
6,940$316.6K0.2%ETFMediumSan Diego, CA2026-10-29
Private Wealth Management Group, LLC
6,544$298.5K0.1%ETFLowPrinceton, NJ2026-10-19
Dorval Corp
6,381$291.1K0.1%ETFLowMaple Grove, MN2026-10-29
First Affirmative Financial Network
5,817$265.4K0.1%CoreN/AColorado Springs, CO2026-10-21
TD Waterhouse Canada Inc.
5,500$250.3K0.0%CoreLowToronto, Australia2026-10-16
Zenith Solutions, Inc.
5,494$250.6K0.2%ETFN/APhiladelphia, PA2026-10-19
Values Added Financial LLC
5,349$244.0K0.1%ETFLowWashington, DC2026-10-28
Morton Brown Family Wealth, LLC
5,214$237.9K0.1%ETFVery LowAllentown, PA2026-10-23
Rossby Financial, LCC
4,877$222.5K0.0%ETFMediumMelbourne, FL2026-11-05
4J Wealth Management LLC
4,876$222.4K0.1%ETFMediumMclean, VA2026-11-02
Farther Finance Advisors, LLC
2,307$105.2K0.0%IndexLowSan Francisco, CA2026-10-08
Trust Co
1,669$76.1K0.0%ETFVery LowManhattan, KS2026-10-09
Silver Grove Financial Group, Inc.
1,361$62.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Hickory Point Bank & Trust
1,089$49.7K0.0%CoreVery LowDecatur, IL2026-10-01
Richardson Financial Services Inc.
971$44.3K0.0%GrowthMediumMedway, MA2026-10-30
Lodestone Wealth Management LLC
659$30.1K0.0%CoreLowSpokane, WA2026-10-14
Signature Resources Capital Management, LLC
658$30.0K0.0%ETFLowNewport Beach, CA2026-10-16
Birchbrook, Inc.
533$24.3K0.0%ETFLowBangor, ME2026-10-14
Heritage Family Offices, LLP
464$21.2K0.0%GrowthHighScottsdale, AZ2026-11-02
Archer Investment Corp
463$21.1K0.0%CoreMediumCarmel, IN2026-11-05
Pacifica Partners Inc.
417$19.0K0.0%CoreLowSurrey, South Africa2026-10-09
Ashton Thomas Private Wealth, LLC
385$17.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Perspectives, Inc
375$17.1K0.0%GrowthVery LowMinneapolis, MN2026-11-03
IFP Advisors, Inc
364$16.6K0.0%GrowthLowTampa, FL2026-10-16
Triumph Capital Management
242$11.0K0.0%ETFMediumDenver, CO2026-10-14
MJT & Associates Financial Advisory Group, Inc.
97$4.4K0.0%ETFLowMontevideo, MN2026-10-07
Larson Financial Group LLC
47$2.1K0.0%GrowthLowSt Louis, MO2026-11-05
Cassaday & Co Wealth Management LLC
10$4570.0%ETFVery LowMclean, VA2026-10-27
Mascoma Wealth Management LLC
1$410.0%ETFVery LowHanover, NH2026-10-23