Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 309 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,209
-1.1%
440.0%0.00%
Q1 2024$2,234
-0.9%
440.0%0.00%
Q4 2023$2,255
-88.7%
44
-89.4%
0.00%
-100.0%
Q3 2023$19,949
-4.0%
4150.0%0.00%0.0%
Q2 2023$20,787
-1.1%
4150.0%0.00%0.0%
Q1 2023$21,024
-58.9%
415
-60.1%
0.00%
-75.0%
Q4 2022$51,124
+2.2%
1,0410.0%0.00%0.0%
Q3 2022$50,000
-5.7%
1,0410.0%0.00%
-20.0%
Q2 2022$53,000
-11.7%
1,041
-4.9%
0.01%0.0%
Q1 2022$60,000
-13.0%
1,095
-4.7%
0.01%
-16.7%
Q4 2021$69,000
+1.5%
1,149
+0.9%
0.01%
-14.3%
Q3 2021$68,000
-1.4%
1,1390.0%0.01%
-12.5%
Q2 2021$69,000
-31.7%
1,139
-33.7%
0.01%
-42.9%
Q1 2021$101,000
-46.8%
1,719
-44.0%
0.01%
-60.0%
Q4 2020$190,000
-97.9%
3,067
-98.0%
0.04%
-98.3%
Q3 2020$9,226,000
+6.3%
151,798
+5.7%
2.05%
+0.4%
Q2 2020$8,678,000
+20.3%
143,630
+11.6%
2.04%
+3.7%
Q1 2020$7,212,000128,7331.97%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders