Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,350
-9.2%
1540.0%0.00%0.0%
Q2 2023$18,001
+1.6%
1540.0%0.00%0.0%
Q1 2023$17,720
+3.1%
1540.0%0.00%0.0%
Q4 2022$17,182
+22.7%
154
+0.7%
0.00%0.0%
Q3 2022$14,000
-6.7%
1530.0%0.00%0.0%
Q2 2022$15,000
-11.8%
153
+0.7%
0.00%0.0%
Q1 2022$17,000
-55.3%
152
-24.0%
0.00%
-95.8%
Q4 2017$38,000
+5.6%
2000.0%0.02%
-11.1%
Q3 2017$36,0002000.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,315$12,665,0005.51%
Friedenthal Financial 58,292$6,458,0003.82%
MRA Advisory Group 41,828$4,634,0003.52%
Camarda Financial Advisors, LLC 61,356$6,798,0003.24%
MIRABELLA FINANCIAL SERVICES LLP 262,216$29,051,0003.23%
Deane Retirement Strategies, Inc. 51,481$5,747,0003.17%
HERBST GROUP, LLC 36,968$4,096,0002.68%
PARAGON FINANCIAL PARTNERS, INC. 21,755$2,410,0002.10%
Evolution Wealth Advisors, LLC 87,723$9,720,0002.00%
Migdal Insurance & Financial Holdings Ltd. 1,000,140$110,806,0001.93%
View complete list of ISHARES TR shareholders