Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,420
-6.2%
1280.0%0.00%0.0%
Q2 2023$12,172
+1.6%
1280.0%0.00%0.0%
Q1 2023$11,980
+2.5%
1280.0%0.00%0.0%
Q4 2022$11,688
+6.3%
1280.0%0.00%0.0%
Q3 2022$11,0000.0%1280.0%0.00%0.0%
Q2 2022$11,000
-15.4%
1280.0%0.00%0.0%
Q1 2022$13,0000.0%1280.0%0.00%0.0%
Q4 2021$13,000
+160.0%
128
+146.2%
0.00%0.0%
Q3 2021$5,0000.0%520.0%0.00%0.0%
Q2 2021$5,0000.0%520.0%0.00%0.0%
Q1 2021$5,000520.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders