Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 692 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.72 and the average weighting 0.6%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,341
+2.6%
542
+5.2%
0.00%0.0%
Q2 2023$15,929
-0.9%
5150.0%0.00%0.0%
Q1 2023$16,078
+2.3%
5150.0%0.00%0.0%
Q4 2022$15,723
-1.7%
5150.0%0.00%0.0%
Q3 2022$16,000
-5.9%
5150.0%0.00%0.0%
Q2 2022$17,000
-10.5%
5150.0%0.00%
-50.0%
Q1 2022$19,000
-40.6%
515
-39.4%
0.00%
-66.7%
Q4 2020$32,000
+6.7%
8500.0%0.01%
-14.3%
Q3 2020$30,000
+3.4%
8500.0%0.01%0.0%
Q2 2020$29,000
-9.4%
850
-15.8%
0.01%
-22.2%
Q1 2020$32,000
-15.8%
1,0100.0%0.01%
-25.0%
Q4 2019$38,0000.0%1,0100.0%0.01%
-36.8%
Q3 2019$38,000
+22.6%
1,010
+18.8%
0.02%0.0%
Q2 2019$31,0000.0%8500.0%0.02%
+26.7%
Q1 2019$31,000
+287.5%
850
+244.1%
0.02%
+275.0%
Q4 2018$8,000
-33.3%
247
-25.2%
0.00%
-42.9%
Q3 2018$12,0000.0%3300.0%0.01%0.0%
Q2 2018$12,000
-29.4%
330
-26.3%
0.01%
-30.0%
Q1 2018$17,0000.0%4480.0%0.01%
-9.1%
Q4 2017$17,0000.0%4480.0%0.01%
-15.4%
Q3 2017$17,0004480.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders