Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 140 filers reported holding ISHARES TR in Q3 2022. 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$6,983
-35.4%
66
-34.7%
0.00%
-100.0%
Q2 2023$10,804
-1.2%
1010.0%0.00%0.0%
Q1 2023$10,931
+1.7%
1010.0%0.00%0.0%
Q4 2022$10,749
-10.4%
101
-10.6%
0.00%0.0%
Q3 2022$12,000
+140.0%
113
+140.4%
0.00%
Q2 2022$5,000
-58.3%
47
-54.8%
0.00%
-100.0%
Q1 2022$12,0001040.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders