Bogart Wealth, LLC - ISHARES INC ownership

ISHARES INC's ticker is FM and the CUSIP is 464286145. A total of 2 filers reported holding ISHARES INC in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$112,596
+0.2%
4,3440.0%0.01%0.0%
Q2 2023$112,379
+1.1%
4,3440.0%0.01%0.0%
Q1 2023$111,163
+0.5%
4,3440.0%0.01%
-12.5%
Q4 2022$110,642
+0.6%
4,344
-4.2%
0.01%
-11.1%
Q3 2022$110,000
-9.8%
4,5340.0%0.01%
-18.2%
Q2 2022$122,000
-17.0%
4,5340.0%0.01%
-15.4%
Q1 2022$147,000
-5.8%
4,5340.0%0.01%
-7.1%
Q4 2021$156,000
+1.3%
4,5340.0%0.01%
-12.5%
Q3 2021$154,000
+2.7%
4,5340.0%0.02%0.0%
Q2 2021$150,000
+11.9%
4,534
-0.1%
0.02%
-15.8%
Q1 2021$134,000
+4.7%
4,5380.0%0.02%
-20.8%
Q4 2020$128,000
+10.3%
4,5380.0%0.02%
-7.7%
Q3 2020$116,000
+5.5%
4,5380.0%0.03%0.0%
Q2 2020$110,000
+13.4%
4,5380.0%0.03%0.0%
Q1 2020$97,000
+83.0%
4,538
+160.8%
0.03%
+52.9%
Q4 2019$53,000
+8.2%
1,7400.0%0.02%
-29.2%
Q3 2019$49,000
-3.9%
1,7400.0%0.02%
-22.6%
Q2 2019$51,000
+4.1%
1,7400.0%0.03%
+29.2%
Q1 2019$49,000
+22.5%
1,740
+12.3%
0.02%
+20.0%
Q4 2018$40,000
-20.0%
1,550
-12.1%
0.02%
-31.0%
Q3 2018$50,0000.0%1,7640.0%0.03%
-3.3%
Q2 2018$50,000
-27.5%
1,764
-10.2%
0.03%
-25.0%
Q1 2018$69,000
+9.5%
1,965
+2.7%
0.04%0.0%
Q4 2017$63,000
+3.3%
1,9130.0%0.04%
-11.1%
Q3 2017$61,0001,9130.04%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 1,080,220$27,642,8308.68%
DHK Financial Advisors, Inc. 123,891$3,170,3753.94%
Gould Capital, LLC 77,438$1,981,6381.53%
Endowment Wealth Management, Inc. 55,417$1,418,1261.42%
Capasso Planning Partners LLC 94,314$2,413,4961.42%
Capital Analysts, LLC 360,351$9,2210.53%
Wambolt & Associates, LLC 42,547$1,098,5680.39%
ETF Store, Inc. 19,379$485,4400.37%
LVZ, Inc. 96,372$2,466,1590.36%
CABOT WEALTH MANAGEMENT INC 79,622$2,0380.32%
View complete list of ISHARES INC shareholders