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 ↓
COLONY GROUP LLC 2,490,850$64,961,0004.44%
AGILIS PARTNERS LLC 183,109$4,775,0003.17%
Atria Investments, Inc 68,198$1,779,0000.10%
IFP Advisors, Inc 15,496$404,0000.02%
JANE STREET GROUP, LLC 30,754$802,0000.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 13,166$343,0000.00%
BANK OF AMERICA CORP /DE/ 12,584$328,0000.00%
UBS Group AG 503$13,0000.00%
ROYAL BANK OF CANADA 5,000$130,0000.00%
STATE STREET CORP 163,898$4,274,0000.00%
View complete list of ISHARES TR shareholders