Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 100 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$3,000
-57.1%
21
-55.3%
0.00%
-60.0%
Q3 2017$7,000
-99.9%
47
-99.9%
0.01%
-99.9%
Q4 2016$12,418,00087,8088.41%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
ARS Wealth Advisors, LLC 65,236$10,071,0003.74%
Clal Insurance Enterprises Holdings Ltd 750,000$115,785,0003.05%
Financial Partners Group, Inc 18,547$2,863,0002.26%
CAHILL FINANCIAL ADVISORS INC 7,843$1,211,0000.61%
MURPHY CAPITAL MANAGEMENT INC 28,157$4,346,0000.60%
Asset Management Group, Inc. 6,282$970,0000.35%
SPINNAKER TRUST 16,839$2,599,0000.30%
Pratt Collard Advisory Partners LLC 2,300$355,0000.29%
Round Table Services, LLC 5,360$827,0000.29%
Raab & Moskowitz Asset Management LLC 3,540$546,0000.26%
View complete list of ISHARES TR shareholders