Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,112
-11.6%
49
-7.5%
0.00%
Q2 2023$3,521
-15.0%
53
-13.1%
0.00%
Q1 2023$4,140
-13.6%
61
-17.6%
0.00%
Q4 2022$4,794
-60.0%
74
-65.1%
0.00%
-100.0%
Q3 2022$12,000
-20.0%
212
-3.6%
0.00%0.0%
Q2 2022$15,000
-31.8%
220
-24.1%
0.00%
-50.0%
Q1 2022$22,000
-29.0%
290
-22.7%
0.00%
-33.3%
Q4 2021$31,000
-3.1%
3750.0%0.00%0.0%
Q3 2021$32,000
-8.6%
3750.0%0.00%
-25.0%
Q2 2021$35,000
-99.8%
375
-99.8%
0.00%
-99.8%
Q1 2021$15,761,000
-9.1%
170,091
-12.1%
2.20%
-31.8%
Q4 2020$17,345,000
+13.8%
193,564
-2.0%
3.22%
-4.8%
Q3 2020$15,236,000
+61.5%
197,445
+44.8%
3.38%
+52.5%
Q2 2020$9,434,000136,3952.22%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders