Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,015
-19.6%
44
-18.5%
0.00%0.0%
Q2 2023$18,679
+39.3%
54
+22.7%
0.00%0.0%
Q1 2023$13,407
+19.1%
440.0%0.00%0.0%
Q4 2022$11,257
+2.3%
440.0%0.00%0.0%
Q3 2022$11,000
-8.3%
440.0%0.00%0.0%
Q2 2022$12,000
-20.0%
440.0%0.00%0.0%
Q1 2022$15,000
-11.8%
440.0%0.00%
-50.0%
Q4 2021$17,000
-26.1%
44
-24.1%
0.00%0.0%
Q3 2021$23,000
-20.7%
58
-20.5%
0.00%
-33.3%
Q2 2021$29,000
+45.0%
73
+23.7%
0.00%0.0%
Q1 2021$20,0000.0%590.0%0.00%
-25.0%
Q4 2020$20,0000.0%59
-10.6%
0.00%0.0%
Q3 2020$20,000
+11.1%
66
+4.8%
0.00%0.0%
Q2 2020$18,000
+38.5%
630.0%0.00%0.0%
Q1 2020$13,000
+18.2%
63
+34.0%
0.00%0.0%
Q4 2019$11,000
+10.0%
470.0%0.00%
-20.0%
Q3 2019$10,0000.0%470.0%0.01%
-16.7%
Q2 2019$10,000
+11.1%
470.0%0.01%
+50.0%
Q1 2019$9,000
+350.0%
47
+235.7%
0.00%
+300.0%
Q4 2018$2,000
-33.3%
140.0%0.00%
-50.0%
Q3 2018$3,000
+50.0%
140.0%0.00%
+100.0%
Q2 2018$2,0000.0%140.0%0.00%0.0%
Q1 2018$2,0000.0%140.0%0.00%0.0%
Q4 2017$2,0000.0%140.0%0.00%0.0%
Q3 2017$2,000140.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders