Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 321 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,520
+1.9%
500.0%0.00%
Q4 2022$2,473
+23.6%
50
+42.9%
0.00%
Q4 2021$2,000350.00%
Q1 2020$000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SBK Financial, Inc. 378,784$24,488,00024.41%
AGINCOURT CAPITAL MANAGEMENT, LLC 376,383$24,333,00018.33%
Ellenbecker Investment Group 522,328$33,768,0009.57%
Fund Evaluation Group, LLC 7,606$134,739,0009.34%
McCutchen Group LLC 785,132$50,759,0008.83%
Heritage Financial Services, LLC 187,314$12,109,0007.92%
Gunma Bank,Ltd. 50,000$3,233,0007.66%
Spartan Planning & Wealth Management 94,390$6,102,000,0007.63%
S. R. Schill & Associates 257,628$16,656,0007.00%
TPG Financial Advisors, LLC 147,819$9,556,0005.78%
View complete list of ISHARES TR shareholders