Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 83 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$675
-32.5%
90.0%0.00%
Q3 2022$1,0000.0%90.0%0.00%
Q2 2022$1,0000.0%9
+12.5%
0.00%
Q1 2022$1,0000.0%8
+14.3%
0.00%
Q4 2021$1,0007
+40.0%
0.00%
Q3 2021$050.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 191,813$15,032,3613.76%
M Financial Asset Management, Inc. 7,187$5632.17%
Lynx Investment Advisory 26,413$2,070,0101.53%
Alhambra Investment Management LLC 22,622$1,772,8860.97%
Fortis Group Advisors, LLC 23,655$1,853,8420.37%
Endowment Wealth Management, Inc. 6,169$483,4520.35%
Independent Family Office, LLC 7,700$603,4490.34%
Boston Standard Wealth Management, LLC 10,115$793,0000.17%
Breakwater Investment Management 4,841$379,3900.17%
OARSMAN CAPITAL, INC. 4,831$378,6050.08%
View complete list of ISHARES TR shareholders