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 ↓
STRINGER ASSET MANAGEMENT, LLC 29,834$3,235,0003.86%
Fernwood Investment Management, LLC 33,302$3,611,0003.09%
Quantitative Advantage, LLC 99,836$10,825,0003.08%
RiverFront Investment Group, LLC 320,698$34,773,0001.01%
Stillwater Capital Advisors, LLC 27,832$3,018,0000.92%
Madden Advisory Services, Inc. 6,420$696,0000.46%
Peachtree Investment Advisors, Inc. 3,973$431,0000.45%
COMERICA SECURITIES INC 5,997$650,0000.27%
Atria Investments, Inc 23,934$2,466,0000.27%
BB&T SECURITIES, LLC 108,638$11,779,0000.25%
View complete list of ISHARES TR shareholders