Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 174 filers reported holding ISHARES TR in Q4 2023. 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
Q2 2024$3,167
+6.2%
440.0%0.00%
Q1 2024$2,981
+1.8%
440.0%0.00%
Q4 2023$2,929
-5.9%
44
-10.2%
0.00%
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 2023
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 1,310,000$82,451,00010.78%
Psagot Value Holdings Ltd. 2,044,429$128,676,0005.41%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$12,201,0005.24%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 63,465$4,014,0004.96%
New Vernon Capital Holdings II LLC 37,305$2,348,0004.32%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 451,098$28,392,0003.46%
CUMBERLAND ADVISORS INC 77,660$4,888,0003.06%
Donald L. Hagan, LLC 41,597$2,618,0002.52%
Circle Wealth Management, LLC 76,400$4,809,0002.31%
AVALON CAPITAL MANAGEMENT 47,975$3,020,0002.09%
View complete list of ISHARES TR shareholders