Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,679
-6.9%
90.0%0.00%
Q2 2023$1,803
-83.2%
9
-83.3%
0.00%
-100.0%
Q1 2023$10,758
-35.3%
54
-34.1%
0.00%0.0%
Q4 2022$16,628
+10.9%
820.0%0.00%0.0%
Q3 2022$15,000
-6.2%
820.0%0.00%0.0%
Q2 2022$16,0000.0%820.0%0.00%0.0%
Q1 2022$16,0000.0%820.0%0.00%0.0%
Q4 2021$16,000820.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders