Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 212 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$23,3994440.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 339,282$18,864,08811.81%
Essex Private Wealth Management, LLC 30,889$1,717,4445.90%
Financial Engines Advisors L.L.C. 33,495,829$1,862,368,0654.72%
VAUGHAN & Co SECURITIES, INC. 98,797$5,493,0973.90%
New England Private Wealth Advisors LLC 329,158$18,305,6763.70%
Sweet Financial Partners, LLC 197,776$10,996,3202.86%
BARRETT & COMPANY, INC. 84,259$4,684,8072.72%
Concord Wealth Partners 161,850$8,998,8581.94%
Sentinus, LLC 90,490$5,031,2491.59%
Archford Capital Strategies, LLC 145,399$8,283,3651.57%
View complete list of ISHARES TR shareholders