Who owns iShares USD Green Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BGRN from SEC Form 13F filings across 134 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 134 institutions disclosed 8.1M shares of iShares USD Green Bond ETF worth $404.7M — about 76.4% of shares outstanding; the largest disclosed holder is Betterment LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
134
13F holders
$404.7M
value, 2026 filers
76.4%
of shares outstanding (8.1M sh)
16
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BGRN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Betterment LLC | 1.5M | $71.7M | 0.1% | 14.2% | +9.3% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1.3M | $61.1M | 0.1% | 12.1% | +6.1% |
| 3 | Empower Advisory Group, LLC | 1.2M | $55.0M | 0.1% | 10.9% | +5.2% |
| 4 | SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoNEW | 531,914 | $43.5M | 24.1% | 5% | new |
| 5 | BANK OF AMERICA CORP /DE/ | 476,001 | $22.6M | 0.0% | 4.5% | +13.6% |
| 6 | ROYAL BANK OF CANADA | 256,931 | $12.2M | 0.0% | 2.4% | 0.0% |
| 7 | Francis Financial, Inc. | 254,794 | $12.1M | 2.0% | 2.4% | +2.6% |
| 8 | LPL Financial LLC | 221,988 | $10.5M | 0.0% | 2.1% | +18.3% |
| 9 | Impact Investors, Inc | 201,844 | $9.6M | 7.0% | 1.9% | +19.0% |
| 10 | Creative Planning | 201,096 | $9.5M | 0.0% | 1.9% | +5.9% |
| 11 | SEEDS INVESTOR LLC | 140,678 | $6.7M | 0.7% | 1.3% | +0.6% |
| 12 | Atomic Invest LLCNEW | 133,296 | $6.4M | 0.6% | 1.3% | new |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 119,432 | $5.7M | 0.0% | 1.1% | +5.9% |
| 14 | ASSETMARK, INC | 100,388 | $4.8M | 0.0% | 0.9% | +21.5% |
| 15 | Bank of New York Mellon Corp | 100,324 | $4.8M | 0.0% | 0.9% | +0.2% |
| 16 | RAYMOND JAMES FINANCIAL INC | 83,785 | $4.0M | 0.0% | 0.8% | +11.1% |
| 17 | Laurel Wealth Planning LLC | 72,378 | $3.4M | 1.5% | 0.7% | +3.8% |
| 18 | UBS Group AG | 71,769 | $3.4M | 0.0% | 0.7% | +1.2% |
| 19 | Cetera Investment Advisers | 64,685 | $3.1M | 0.0% | 0.6% | +0.6% |
| 20 | JANE STREET GROUP, LLC | 52,006 | $2.5M | 0.0% | 0.5% | +328.9% |
| 21 | Gateway Wealth Partners, LLCNEW | 51,724 | $2.5M | 0.1% | 0.5% | new |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 48,578 | $2.3M | 0.0% | 0.5% | +3.7% |
| 23 | Plum Street Advisors, LLC | 47,429 | $2.3M | 0.7% | 0.4% | +1.1% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 39,504 | $1.9M | 0.0% | 0.4% | +0.3% |
| 25 | Pathstone Holdings, LLC | 36,187 | $1.7M | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.