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Public ownership evidence

iShares Trust iShares USD Green Bond ETF (BGRN) Ownership Disclosures

Read BGRN insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T23:32:50.005Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-28531,914$43,537,382None
Archer Investment Corp2026-06-302026-08-20463$21,980None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,287,316$61,112,095None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15630$29,908None
Modern Wealth Management, LLC2026-06-302026-08-1523,842$1,131,832None
IFG Advisory, LLC2026-06-302026-08-151,100$52,220None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,806$228,136None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,494$355,778None
OSAIC HOLDINGS, INC.2026-06-302026-08-1514,800$702,589None
Betterment LLC2026-06-302026-08-151,509,423$71,652,000None
JANE STREET GROUP, LLC2026-06-302026-08-1552,006$2,468,855None
Quantum Portfolio Management LLC2026-06-302026-08-15450$21,363None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1522$1,044None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,377$160,303None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,782$132,101None
Thrivent Financial for Lutherans2026-06-302026-08-1514,542$690,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1525,764$1,225,080None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1514,363$681,835None
MAI Capital Management2026-06-302026-08-156,956$330,236None
Pinnacle Financial Partners, Inc.2026-06-302026-08-154,811$228,390None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-156,641$315,265None
ROYAL BANK OF CANADA2026-06-302026-08-15930$44,000None
ROYAL BANK OF CANADA2026-06-302026-08-15918$44,000None
ROYAL BANK OF CANADA2026-06-302026-08-15106$5,000None
ROYAL BANK OF CANADA2026-06-302026-08-159,928$471,000None
ROYAL BANK OF CANADA2026-06-302026-08-15245,049$11,633,000None
Larson Financial Group LLC2026-06-302026-08-1546$2,204None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1522,898$1,087,025None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1554,506$2,587,513None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,381$302,922None
WELLS FARGO & COMPANY/MN2026-06-302026-08-151$44None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15307,029$14,575,281None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1591,776$4,356,781None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1577,196$3,664,649None
Silver Grove Financial Group, Inc.2026-06-302026-08-141,361$64,611None
Plum Street Advisors, LLC2026-06-302026-08-1447,429$2,251,573None
Northwest & Ethical Investments L.P.2026-06-302026-08-1421,656$1,028,064None
Pathstone Holdings, LLC2026-06-302026-08-1436,187$1,717,887None
CBIZ Investment Advisory Services, LLC2026-06-302026-08-141,095$51,983None
Sanctuary Advisors, LLC2026-06-302026-08-144,934$234,245None
Rockefeller Capital Management L.P.2026-06-302026-08-144,513$214,288None
UBS Group AG2026-06-302026-08-1471,769$3,407,018None
Creative Planning2026-06-302026-08-14201,096$9,546,531None
CIBC Bancorp USA Inc.2026-06-302026-08-144,070$193,213None
CIBC Bancorp USA Inc.2026-06-302026-08-142,082$98,838None
RMG Wealth Management LLC2026-06-302026-08-1421$476None
Purpose Unlimited Inc.2026-06-302026-08-1435$1,690None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-148,580$407,314None
Ameritas Investment Partners, Inc.2026-06-302026-08-1411,577$549,609None
MORGAN STANLEY2026-06-302026-08-14255$12,105None

90-day public filing window, up to 50 source positions.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Federation des caisses Desjardins du Quebec ↗Modern Wealth Management, LLC ↗IFG Advisory, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Betterment LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.