BGRN Institutional Ownership & Shareholders
ISHARES USD GREEN BOND ETF (BGRN) is currently held by 126 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $385.09M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Betterment Llc is currently the largest disclosed institutional shareholder of BGRN tracked by InsiderSet, reporting ownership valued at approximately $71.65M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $69.70M, representing an estimated loss of -2.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed BGRN value among the investors covered in this analysis. Major shareholders include Betterment Llc, Mercer Global Advisors Inc, Empower Advisory Group, Llc, and several other long-term asset managers with concentrated positions in ISHARES USD GREEN BOND ETF (BGRN).
This page ranks the largest institutional BGRN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
126
Total Reported Value
$385.09M
Largest Holder
Betterment Llc
Largest Position
$71.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Betterment Llc | 0.12% | 1,509,423 | $71,652,000 | $69,703,494 | -$1,948,506 | -2.72% | |
| Mercer Global Advisors Inc | 0.08% | 1,287,316 | $61,112,095 | $59,446,837 | -$1,665,258 | -2.72% | |
| Empower Advisory Group, Llc | 0.13% | 1,158,380 | $54,991,220 | $53,492,714 | -$1,498,506 | -2.72% | |
| Shepherd Wealth Management Ltd Liability Co | 24.08% | 531,914 | $43,537,382 | $24,563,203 | -$18,974,179 | -43.58% | |
| Bank Of America Corp | 0.00% | 476,001 | $22,596,711 | $21,981,203 | -$615,508 | -2.72% | |
| Royal Bank Of Canada | 0.00% | 256,931 | $12,197,000 | $11,864,791 | -$332,209 | -2.72% | |
| Francis Financial, Inc. | 1.98% | 254,794 | $12,095,709 | $11,766,107 | -$329,602 | -2.72% | |
| Lpl Financial Llc | 0.00% | 221,988 | $10,538,292 | $10,251,162 | -$287,130 | -2.72% | |
| Creative Planning | 0.01% | 219,207 | $9,999,810 | $10,122,738 | +$122,928 | +1.23% | |
| Seeds Investor Llc | 0.69% | 140,678 | $6,678,360 | $6,496,355 | -$182,005 | -2.73% | |
| Envestnet Asset Management Inc | 0.00% | 119,432 | $5,669,724 | $5,515,238 | -$154,486 | -2.72% | |
| Assetmark, Inc | 0.01% | 112,010 | $5,109,683 | $5,172,499 | +$62,816 | +1.23% | |
| Bank Of New York Mellon Corp | 0.00% | 100,324 | $4,762,641 | $4,632,852 | -$129,789 | -2.73% | |
| Raymond James Financial Inc | 0.00% | 83,785 | $3,977,460 | $3,869,099 | -$108,361 | -2.72% | |
| Ubs Group Ag | 0.00% | 71,769 | $3,407,018 | $3,314,213 | -$92,805 | -2.72% | |
| Laurel Wealth Planning Llc | 1.48% | 74,638 | $3,404,844 | $3,446,701 | +$41,857 | +1.23% | |
| Cetera Investment Advisers | 0.00% | 64,685 | $3,070,776 | $2,987,082 | -$83,694 | -2.73% | |
| Jane Street Group, Llc | 0.00% | 52,006 | $2,468,855 | $2,401,580 | -$67,275 | -2.72% | |
| Gateway Wealth Partners, Llc | 0.15% | 51,724 | $2,455,485 | $2,388,557 | -$66,928 | -2.73% | |
| Plum Street Advisors, Llc | 0.72% | 47,429 | $2,251,573 | $2,190,219 | -$61,354 | -2.72% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.03% | 46,757 | $2,132,966 | $2,159,187 | +$26,221 | +1.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 42,249 | $1,927,330 | $1,951,012 | +$23,682 | +1.23% | |
| Pathstone Holdings, Llc | 0.01% | 36,187 | $1,717,855 | $1,671,076 | -$46,779 | -2.72% | |
| Wealthfront Advisers Llc | 0.00% | 32,185 | $1,527,902 | $1,486,268 | -$41,634 | -2.72% | |
| Johnson Financial Group, Llc | 0.08% | 32,919 | $1,501,702 | $1,520,163 | +$18,461 | +1.23% | |
| Invera Wealth Advisors, Llc | 0.73% | 30,959 | $1,412,291 | $1,429,653 | +$17,362 | +1.23% | |
| Osaic Holdings, Inc. | 0.00% | 27,100 | $1,286,503 | $1,251,448 | -$35,055 | -2.72% | |
| Brio Consultants, Llc | 0.15% | 27,083 | $1,285,695 | $1,250,663 | -$35,032 | -2.72% | |
| Jones Financial Companies Lllp | 0.00% | 25,764 | $1,225,080 | $1,189,753 | -$35,327 | -2.88% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 24,576 | $1,166,688 | $1,134,893 | -$31,795 | -2.73% | |
| Modern Wealth Management, Llc | 0.01% | 23,842 | $1,131,832 | $1,100,997 | -$30,835 | -2.72% | |
| Newedge Advisors, Llc | 0.00% | 22,305 | $1,058,868 | $1,030,020 | -$28,848 | -2.72% | |
| Northwest & Ethical Investments L.P. | 0.02% | 21,656 | $1,028,064 | $1,000,050 | -$28,014 | -2.72% | |
| Walkner Condon Financial Advisors Llc | 0.11% | 21,797 | $994,332 | $1,006,561 | +$12,229 | +1.23% | |
| Midwest Financial Partners Investments, Inc. | 0.38% | 21,619 | $986,218 | $998,342 | +$12,124 | +1.23% | |
| Zevin Asset Management Llc | 0.14% | 20,555 | $975,794 | $949,207 | -$26,587 | -2.72% | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | 18,700 | $853,056 | $863,545 | +$10,489 | +1.23% | |
| Falcon Wealth Planning | 0.05% | 17,891 | $849,331 | $826,187 | -$23,144 | -2.73% | |
| Omega Financial Group, Llc | 0.26% | 18,465 | $842,360 | $852,693 | +$10,333 | +1.23% | |
| Shotwell Rutter Baer Inc | 0.46% | 18,196 | $830,073 | $840,271 | +$10,198 | +1.23% | |
| Compound Planning, Inc. | 0.02% | 17,174 | $815,293 | $793,076 | -$22,217 | -2.72% | |
| Livet Wealth, Llc | 0.45% | 17,699 | $807,379 | $817,320 | +$9,941 | +1.23% | |
| Principal Securities, Inc. | 0.01% | 16,530 | $784,720 | $763,337 | -$21,383 | -2.72% | |
| Tanager Wealth Management Llp | 0.06% | 15,406 | $702,792 | $711,432 | +$8,640 | +1.23% | |
| Thrivent Financial For Lutherans | 0.00% | 14,542 | $690,000 | $671,534 | -$18,466 | -2.68% | |
| Ameriprise Financial Inc | 0.00% | 14,363 | $681,835 | $663,268 | -$18,567 | -2.72% | |
| Cardinal Point Capital Management Ulc | 0.04% | 14,449 | $659,137 | $667,239 | +$8,102 | +1.23% | |
| Sound View Wealth Advisors Group, Llc | 0.04% | 12,360 | $586,760 | $570,771 | -$15,989 | -2.72% | |
| Citigroup Inc | 0.00% | 12,180 | $578,215 | $562,459 | -$15,756 | -2.72% | |
| Ameritas Investment Partners, Inc. | 0.01% | 11,577 | $549,609 | $534,613 | -$14,996 | -2.73% |
Frequently asked questions about BGRN
Who are the largest institutional holders of BGRN?
The largest institutional holders of BGRN reported in the latest SEC Form 13F filings include Betterment Llc, Mercer Global Advisors Inc, Empower Advisory Group, Llc, Shepherd Wealth Management Ltd Liability Co, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported BGRN position.
What is BGRN institutional ownership?
This page tracks BGRN positions reported by institutional investment managers through SEC Form 13F. ISHARES USD GREEN BOND ETF (BGRN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BGRN?
InsiderSet currently tracks 126 institutional managers reporting BGRN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BGRN shareholders.
How much BGRN stock do institutions own?
Institutional investment managers disclosed approximately $385.09M in BGRN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BGRN institutional ownership last updated?
The latest BGRN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BGRN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BGRN position after the reporting date.
Are institutions buying or selling BGRN?
Institutional buying and selling can be analyzed by comparing BGRN positions across consecutive 13F reporting periods. InsiderSet's BGRN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BGRN ownership changes.
How has BGRN institutional ownership changed over time?
InsiderSet tracks BGRN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.