Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q4 2023
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders