Bogart Wealth, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,081
+15.7%
601
+20.0%
0.00%0.0%
Q2 2023$26,855
+4.6%
5010.0%0.00%0.0%
Q1 2023$25,673
+157.4%
501
+149.3%
0.00%
+100.0%
Q4 2022$9,9742010.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 3,877,546$200,585,46915.61%
Ullmann Wealth Partners Group, LLC 465,840$24,097,8944.50%
Financial Management Professionals, Inc. 443,337$22,9344.03%
Clearwater Capital Advisors, LLC 456,504$23,614,9522.89%
GEM Asset Management, LLC 62,099$3,212,3852.54%
Acropolis Investment Management, LLC 626,500$32,408,8462.51%
CORA CAPITAL ADVISORS LLC 72,030$3,726,1122.50%
Addison Advisors LLC 96,504$4,992,1532.32%
Wade Financial Advisory, Inc 101,837$5,268,0232.26%
GYL FINANCIAL SYNERGIES, LLC 257,518$13,321,4261.29%
View complete list of ISHARES TR shareholders