Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,399
-6.4%
100.0%0.00%
Q2 2023$2,564
+9.9%
100.0%0.00%
Q1 2023$2,332
+7.1%
100.0%0.00%
Q4 2022$2,178
+8.9%
100.0%0.00%
Q3 2022$2,0000.0%100.0%0.00%
Q2 2022$2,000
-33.3%
100.0%0.00%
Q1 2022$3,0000.0%100.0%0.00%
Q4 2021$3,000
+200.0%
10
+100.0%
0.00%
Q3 2021$1,0000.0%50.0%0.00%
Q2 2021$1,0000.0%50.0%0.00%
Q1 2021$1,0000.0%50.0%0.00%
Q4 2020$1,00050.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders