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 ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders