Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 336 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$29,317
-1.1%
3100.0%0.00%
-50.0%
Q1 2024$29,652
+12.0%
3100.0%0.00%
+100.0%
Q4 2023$26,477
+14.2%
3100.0%0.00%0.0%
Q3 2023$23,176
+0.2%
3100.0%0.00%0.0%
Q2 2023$23,129
+4.9%
3100.0%0.00%0.0%
Q1 2023$22,053
-5.7%
3100.0%0.00%
-50.0%
Q4 2022$23,3963100.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,736$6,035,0005.91%
Stillwater Capital Advisors, LLC 103,693$11,030,0002.75%
Somerset Group LLC 20,999$2,234,0002.26%
Peachtree Investment Advisors, Inc. 27,153$2,888,0002.23%
CIM, LLC 40,565$4,315,0001.89%
Madden Advisory Services, Inc. 24,876$2,646,0001.60%
BANK HAPOALIM BM 46,607$4,958,0001.59%
Risk Paradigm Group, LLC 5,358$569,930,0001.39%
PETTYJOHN, WOOD & WHITE, INC 31,940$3,397,0001.24%
PATTEN & PATTEN INC/TN 87,521$9,310,0001.14%
View complete list of ISHARES TR shareholders