Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,034
-3.7%
2080.0%0.00%0.0%
Q2 2023$15,609
+4.9%
2080.0%0.00%0.0%
Q1 2023$14,882
+4.7%
2080.0%0.00%0.0%
Q4 2022$14,214
+9.3%
2080.0%0.00%0.0%
Q3 2022$13,0000.0%2080.0%0.00%0.0%
Q2 2022$13,000
-40.9%
208
-27.8%
0.00%
-50.0%
Q1 2022$22,000
-12.0%
288
-3.7%
0.00%0.0%
Q4 2021$25,000
+4.2%
2990.0%0.00%0.0%
Q3 2021$24,000
-29.4%
299
-27.8%
0.00%
-50.0%
Q2 2021$34,000
+112.5%
414
+100.0%
0.00%
+100.0%
Q1 2021$16,000
+128.6%
207
+459.5%
0.00%
-33.3%
Q4 2018$7,000370.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders