Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 572 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.32 and the average weighting 0.8%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,092
-1.8%
450.0%0.00%
Q2 2023$5,187
-92.2%
45
-92.1%
0.00%
-100.0%
Q1 2023$66,825
+2.4%
5680.0%0.00%
-20.0%
Q4 2022$65,258
+0.4%
5680.0%0.01%0.0%
Q3 2022$65,000
-4.4%
5680.0%0.01%
-16.7%
Q2 2022$68,0005680.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders