Bogart Wealth, LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,047
-2.9%
1,3770.0%0.00%0.0%
Q2 2023$39,175
+4.0%
1,3770.0%0.00%
-33.3%
Q1 2023$37,686
+38.3%
1,377
+28.9%
0.00%
+50.0%
Q4 2022$27,2581,0680.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Advisors, LLC 1,680,533$46,449,92611.50%
Wolf Group Capital Advisors 358,053$9,896,6094.68%
Advisory Resource Group 117,019$3,234,4050.87%
COLDSTREAM CAPITAL MANAGEMENT INC 640,576$17,705,5300.58%
PARTNERS CAPITAL INVESTMENT GROUP, LLP 379,266$10,482,9060.25%
Whitaker-Myers Wealth Managers, LTD. 13,693$378,4800.24%
Prime Capital Investment Advisors, LLC 240,721$6,653,5220.14%
Centennial Wealth Advisory LLC 7,423$205,1720.11%
SCOTIA CAPITAL INC. 377,514$10,434,4870.08%
Sunbelt Securities, Inc. 19,161$529,6040.07%
View complete list of ISHARES TR shareholders