Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 178 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,315750.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
STRATEGIC WEALTH MANAGEMENT INC 24,500$1,750,0001.70%
Consolidated Investment Group LLC 36,039$2,574,0001.28%
MARTIN & CO INC /TN/ 52,055$3,718,0001.18%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 56,190$4,014,0000.71%
MILLIE CAPITAL MANAGEMENT, LLC 9,392$671,0000.69%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 176,239$12,589,0000.51%
Karp Capital Management Corp 9,360$669,0000.49%
Focused Wealth Management, Inc 7,859$561,0000.40%
Alerus Investment Advisors Corp 29,564$2,112,0000.36%
CUE ADVISORY SERVICES, INC. 4,071$291,0000.31%
View complete list of ISHARES TR shareholders