Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,994
-0.5%
940.0%0.00%
Q1 2024$5,019
+4.6%
940.0%0.00%
Q4 2023$4,798
+8.6%
940.0%0.00%
Q3 2023$4,419
-4.5%
940.0%0.00%
Q2 2023$4,627
+0.9%
940.0%0.00%
Q1 2023$4,584
-28.6%
94
-33.3%
0.00%
Q4 2022$6,416
+6.9%
1410.0%0.00%
-100.0%
Q3 2022$6,0000.0%1410.0%0.00%0.0%
Q2 2022$6,000
-14.3%
1410.0%0.00%0.0%
Q1 2022$7,000
-61.1%
141
-56.7%
0.00%
-50.0%
Q4 2021$18,0000.0%3260.0%0.00%0.0%
Q3 2021$18,000
-18.2%
326
-14.4%
0.00%0.0%
Q2 2021$22,000
+4.8%
3810.0%0.00%
-33.3%
Q1 2021$21,000
-22.2%
381
-25.4%
0.00%
-40.0%
Q4 2020$27,000
-59.7%
511
-65.0%
0.01%
-66.7%
Q3 2020$67,0001,4620.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TLWM 471,703$21,250,00010.06%
GERMAN AMERICAN BANCORP, INC. 780,871$35,912,0008.82%
Johnson Financial Group, Inc. 1,369,312$62,975,0006.44%
Epstein & White Financial LLC 326,345$15,019,0005.36%
VERITY Wealth Advisors 90,642$4,169,0004.26%
Legacy Private Trust Co. 643,705$29,604,0003.06%
Cadence Bank 332,188$15,277,0003.00%
New England Investment & Retirement Group, Inc. 248,725$11,439,0002.88%
GM Advisory Group, LLC 408,373$18,781,0002.87%
SIMON QUICK ADVISORS, LLC 209,887$9,653,0002.75%
View complete list of ISHARES TR shareholders