Bogart Wealth, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,424
-4.5%
2330.0%0.00%
Q2 2023$4,631
-4.2%
2330.0%0.00%
Q1 2023$4,835
-1.6%
2330.0%0.00%
Q4 2022$4,912
+22.8%
2330.0%0.00%
Q3 2022$4,000
-20.0%
2330.0%0.00%
Q2 2022$5,000
-16.7%
2330.0%0.00%
-100.0%
Q1 2022$6,000
-14.3%
2330.0%0.00%0.0%
Q4 2021$7,0000.0%2330.0%0.00%0.0%
Q3 2021$7,000
-30.0%
233
-29.4%
0.00%0.0%
Q2 2021$10,000
+233.3%
330
+240.2%
0.00%
Q1 2021$3,000970.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders