Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders