13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BGRN

ISHARES TR

140 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U440·140 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$221M
68.0% inst. owned
of float
Holders
140
-5 QoQ
filers reporting
Activity
+33 / −90
+878 added · −750 reduced
this quarter
Concentration
26.01%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

140 institutions reported BGRN in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 26.0% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$58M1.2M0.09%Q1 202602
Empower Advisory Group, LLC
CIK 0001978885
$52M1.1M0.14%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$20M419K0.00%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$12M257K0.00%Q1 202605
Francis Financial, Inc.
CIK 0001727514
$12M248K2.19%Q1 202606
Creative Planning
CIK 0001540235
$9M190K0.01%Q1 202607
LPL Financial LLC
CIK 0001403438
$9M188K0.00%Q1 202608
Impact Investors, Inc
CIK 0001824539
$8M170K5.59%Q1 202609
SEEDS INVESTOR LLC
CIK 0002021047
$7M140K0.91%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M113K0.00%Q1 202611
Bank of New York Mellon Corp
CIK 0001390777
$5M100K0.00%Q1 202612
ASSETMARK, INC
CIK 0001344551
$4M75K0.01%Q4 202513
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M75K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$3M71K0.00%Q1 202615
Laurel Wealth Planning LLC
CIK 0001842010
$3M70K1.75%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$3M64K0.00%Q1 202617
Plum Street Advisors, LLC
CIK 0002068236
$2M47K0.77%Q1 202618
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$2M47K0.03%Q1 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$2M39K0.00%Q1 202620
Pathstone Holdings, LLC
CIK 0002011612
$2M36K0.01%Q1 2026
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