iSHARES TRUST - BGRN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | Added to | 1,345,583 | 64,507 | 0.12% | 0.12% | 1 | +86,489 | 6.87% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,270,352 | 60,895 | 0.16% | 0.14% | 2 | +193,627 | 17.98% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,008,312 | 48,334 | 0.07% | 0.08% | 3 | +61,396 | 6.48% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 345,000 | 16,537 | 0.0% | 0.0% | 4 | +15,008 | 4.55% | Q4 2025 | Feb 17, 2026 |
| Francis Financial, Inc. | History | Reduced | 254,269 | 12,188 | 2.38% | 2.27% | 5 | -11,095 | -4.18% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 250,493 | 12,008 | 0.0% | — | 6 | +250,493 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 177,978 | 8,531 | 0.01% | 0.01% | 7 | +19,936 | 12.61% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 168,609 | 8,082 | 0.0% | 0.0% | 8 | +10,929 | 6.93% | Q4 2025 | Feb 11, 2026 |
| Impact Investors, Inc | History | Reduced | 152,779 | 7,323 | 5.08% | 4.98% | 9 | -4,320 | -2.75% | Q4 2025 | Jan 21, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 129,219 | 6,194 | 1.19% | 1.2% | 10 | +11,145 | 9.44% | Q4 2025 | Jan 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 113,413 | 5,436 | 0.0% | 0.0% | 11 | -8,474 | -6.95% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 97,756 | 4,686 | 0.0% | 0.0% | 12 | +8,286 | 9.26% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 74,988 | 3,594 | 0.01% | 0.01% | 13 | +3,972 | 5.59% | Q4 2025 | Jan 23, 2026 |
| UBS Group AG | History | Added to | 74,209 | 3,557 | 0.0% | 0.0% | 14 | +134 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 69,660 | 3,339 | 1.85% | 1.65% | 15 | +4,714 | 7.26% | Q4 2025 | Jan 23, 2026 |
| Cetera Investment Advisers | History | Added to | 62,806 | 3,010 | 0.0% | 0.0% | 16 | +7,539 | 13.64% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,971 | 2,874 | 0.0% | 0.0% | 17 | +339 | 0.57% | Q4 2025 | Feb 18, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 46,695 | 2,238 | 0.03% | 0.03% | 18 | +3,572 | 8.28% | Q4 2025 | Jan 22, 2026 |
| Plum Street Advisors, LLC | History | Added to | 46,696 | 2,238 | 0.8% | 0.82% | 19 | +2,432 | 5.49% | Q4 2025 | Feb 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 45,000 | 2,157 | 0.01% | 0.01% | 20 | -5,500 | -10.89% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 37,388 | 1,792 | 0.0% | 0.0% | 21 | +1,045 | 2.88% | Q4 2025 | Feb 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 37,144 | 1,780 | 0.24% | — | 22 | +37,144 | New | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 36,187 | 1,734 | 0.01% | — | 23 | +36,187 | New | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 30,518 | 1,462 | 0.0% | 0.0% | 24 | +2,107 | 7.42% | Q4 2025 | Jan 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 30,468 | 1,460 | 0.03% | 0.03% | 25 | -2,030 | -6.25% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 26,648 | 1,277 | 0.34% | 0.35% | 26 | +281 | 1.07% | Q4 2025 | Jan 23, 2026 |
| Equita Financial Network, Inc. | History | Added to | 23,812 | 1,141 | 0.34% | 0.28% | 28 | +6,671 | 38.92% | Q4 2025 | Jan 29, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 23,812 | 1,141 | 0.72% | 0.76% | 27 | -1,971 | -7.64% | Q4 2025 | Jan 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,625 | 1,132 | 0.0% | 0.0% | 29 | -19,699 | -45.47% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 21,792 | 1,044 | 0.0% | 0.0% | 30 | +249 | 1.16% | Q4 2025 | Feb 06, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 21,656 | 1,038 | 0.02% | 0.02% | 31 | +2,560 | 13.41% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Added to | 21,550 | 1,033 | 0.13% | 0.13% | 32 | +1,682 | 8.47% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,333 | 1,022 | 0.0% | 0.0% | 33 | +614 | 2.96% | Q4 2025 | Feb 18, 2026 |
| Falcon Wealth Planning | History | Added to | 21,218 | 1,017 | 0.09% | 0.09% | 34 | +257 | 1.23% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 18,811 | 901 | 0.0% | 0.0% | 35 | +262 | 1.41% | Q4 2025 | Feb 11, 2026 |
| Omega Financial Group, LLC | History | Reduced | 18,506 | 887 | 0.29% | 0.29% | 36 | -3 | -0.02% | Q4 2025 | Jan 28, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 17,632 | 845 | 0.47% | — | 37 | +17,632 | New | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Added to | 17,561 | 841 | 0.02% | 0.03% | 39 | +384 | 2.24% | Q4 2025 | Feb 19, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,556 | 841 | 0.0% | 0.0% | 38 | +114 | 0.65% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,096 | 819 | 0.11% | 0.13% | 40 | +249 | 1.48% | Q4 2025 | Jan 21, 2026 |
| Livet Wealth, LLC | History | New | 16,834 | 806 | 0.5% | — | 41 | +16,834 | New | Q4 2025 | Feb 13, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 16,615 | 796 | 0.48% | 0.51% | 42 | +93 | 0.56% | Q4 2025 | Jan 12, 2026 |
| Johnson Financial Group, LLC | History | Added to | 16,340 | 783 | 0.05% | 0.06% | 43 | +2,312 | 16.48% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 15,933 | 763 | 0.02% | 0.02% | 44 | +140 | 0.89% | Q4 2025 | Jan 09, 2026 |
| Tanager Wealth Management LLP | History | No change | 14,853 | 711 | 0.07% | 0.07% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 14,648 | 702 | 0.0% | 0.0% | 46 | -1,136 | -7.2% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,129 | 677 | 0.0% | 0.0% | 47 | -3,853 | -21.43% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,684 | 655 | 0.01% | 0.01% | 48 | +2,809 | 25.83% | Q4 2025 | Feb 12, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 13,436 | 644 | 0.04% | 0.04% | 49 | +278 | 2.11% | Q4 2025 | Feb 05, 2026 |
| Values Added Financial LLC | History | Added to | 13,366 | 640 | 0.27% | 0.18% | 50 | +5,141 | 62.5% | Q4 2025 | Jan 16, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,873 | 617 | 0.11% | 0.09% | 51 | +7,487 | 139.01% | Q4 2025 | Jan 26, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 12,766 | 611 | 0.04% | 0.04% | 52 | -10 | -0.08% | Q4 2025 | Jan 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 12,251 | 587 | 0.03% | 0.07% | 53 | -1,902 | -13.44% | Q4 2025 | Jan 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 11,786 | 564 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Management, LLC | History | Added to | 11,382 | 545 | 0.29% | 0.33% | 55 | +63 | 0.56% | Q4 2025 | Jan 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,522 | 504 | 0.0% | 0.0% | 56 | -3,595 | -25.47% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,122 | 485 | 0.01% | 0.01% | 57 | +676 | 7.16% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 9,615 | 460 | 0.0% | 0.0% | 58 | -1,043 | -9.79% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 9,402 | 450 | 0.01% | 0.01% | 59 | +69 | 0.74% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,161 | 391 | 0.0% | 0.0% | 60 | -144 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 8,137 | 390 | 0.16% | 0.18% | 61 | +20 | 0.25% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,232 | 346 | 0.0% | — | 62 | +7,232 | New | Q4 2025 | Feb 18, 2026 |
| Lido Advisors, LLC | History | No change | 7,064 | 339 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 6,933 | 332 | 0.0% | 0.0% | 64 | +18 | 0.26% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,698 | 321 | 0.0% | 0.0% | 65 | +1,611 | 31.67% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,641 | 318 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,559 | 314 | 0.0% | 0.0% | 67 | +70 | 1.08% | Q4 2025 | Feb 13, 2026 |
| Torren Management, LLC | History | New | 6,479 | 310 | 0.16% | — | 68 | +6,479 | New | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,441 | 308 | 0.0% | 0.0% | 69 | +443 | 7.39% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 6,337 | 304 | 0.0% | — | 70 | +6,337 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 6,152 | 294 | 0.0% | 0.0% | 71 | +2,082 | 51.15% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 6,076 | 291 | 0.02% | 0.01% | 72 | +2,965 | 95.31% | Q4 2025 | Feb 04, 2026 |
| DORVAL Corp | History | No change | 5,738 | 275 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KilterHowling LLC | History | Reduced | 5,672 | 271 | 0.14% | 0.15% | 74 | -18 | -0.32% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,847 | 232 | 0.0% | 0.0% | 75 | +168 | 3.59% | Q4 2025 | Jan 29, 2026 |
| GWN SECURITIES INC. | History | New | 4,830 | 231 | 0.05% | — | 76 | +4,830 | New | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 4,697 | 225 | 0.0% | — | 77 | +4,697 | New | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,251 | 203 | 0.0% | 0.0% | 78 | +47 | 1.12% | Q4 2025 | Mar 16, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,221 | 202 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 3,705 | 177 | 0.05% | 0.05% | 80 | +168 | 4.75% | Q4 2025 | Jan 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,332 | 159 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sachetta, LLC | History | Added to | 2,604 | 124 | 0.07% | 0.05% | 82 | +18 | 0.7% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,248 | 107 | 0.01% | 0.01% | 83 | -111 | -4.71% | Q4 2025 | Feb 03, 2026 |
| Rossby Financial, LCC | History | Added to | 2,074 | 99 | 0.03% | 0.03% | 84 | +106 | 5.39% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,807 | 86 | 0.0% | 0.0% | 85 | -36,731 | -95.31% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 1,608 | 77 | 0.01% | 0.01% | 86 | +1 | 0.06% | Q4 2025 | Jan 15, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 1,526 | 73 | 0.04% | 0.04% | 87 | +21 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,505 | 72 | 0.0% | 0.0% | 88 | -213 | -12.4% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,484 | 71 | 0.0% | 0.0% | 89 | +21 | 1.44% | Q4 2025 | Feb 12, 2026 |
| WFA of San Diego, LLC | History | No change | 1,341 | 64 | 0.05% | 0.04% | 90 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 1,288 | 62 | 0.0% | 0.0% | 91 | -1 | -0.08% | Q4 2025 | Jan 26, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 1,095 | 52 | 0.0% | 0.0% | 92 | +4 | 0.37% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 1,066 | 51 | 0.03% | 0.03% | 93 | +1 | 0.09% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | No change | 920 | 44 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lodestone Wealth Management LLC | History | New | 640 | 30 | 0.01% | — | 97 | +640 | New | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 630 | 30 | 0.0% | — | 96 | +630 | New | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 638 | 30 | 0.0% | 0.0% | 95 | -100 | -13.55% | Q4 2025 | Feb 17, 2026 |
| Archer Investment Corp | History | Reduced | 463 | 22 | 0.0% | 0.0% | 98 | -14 | -2.94% | Q4 2025 | Jan 30, 2026 |
| BIRCHBROOK, INC. | History | No change | 466 | 22 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Scarborough Advisors, LLC | History | Added to | 436 | 20 | 0.0% | 0.0% | 100 | +6 | 1.4% | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | No change | 417 | 19 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 364 | 17 | 0.0% | 0.0% | 102 | +5 | 1.39% | Q4 2025 | Jan 28, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 329 | 15 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFP Advisors, Inc | History | No change | 291 | 13 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Reduced | 256 | 12 | 0.0% | 0.0% | 105 | -3,470 | -93.13% | Q4 2025 | Feb 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 261 | 12 | 0.01% | 0.01% | 107 | +41 | 18.64% | Q4 2025 | Feb 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 941 | 12 | 0.0% | 0.03% | 106 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Triumph Capital Management | History | New | 214 | 10 | 0.0% | — | 108 | +214 | New | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 134 | 6 | 0.0% | 0.0% | 109 | +9 | 7.2% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Added to | 105 | 5 | 0.0% | 0.0% | 110 | +2 | 1.94% | Q4 2025 | Feb 02, 2026 |
| Mascoma Wealth Management LLC | History | No change | 108 | 5 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 112 | 5 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 117 | +1 | 2.22% | Q4 2025 | Feb 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 41 | 2 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Purpose Unlimited Inc. | History | New | 35 | 1 | 0.0% | — | 119 | +35 | New | Q4 2025 | Mar 20, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,213 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Blue Barn Wealth, LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -16,633 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,176 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -4,238 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,356 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,762 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |