Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$106,579
-28.2%
4,836
-25.4%
0.01%
-22.2%
Q2 2023$148,512
+2.3%
6,485
+4.5%
0.01%
-10.0%
Q1 2023$145,143
+191.8%
6,208
+183.6%
0.01%
+233.3%
Q4 2022$49,734
-43.5%
2,189
-43.4%
0.00%
-57.1%
Q3 2022$88,000
-4.3%
3,8680.0%0.01%
-12.5%
Q2 2022$92,000
-4.2%
3,8680.0%0.01%0.0%
Q1 2022$96,000
-26.2%
3,868
-20.9%
0.01%
-33.3%
Q4 2021$130,000
+348.3%
4,888
+341.2%
0.01%
+300.0%
Q3 2021$29,0000.0%1,1080.0%0.00%0.0%
Q2 2021$29,0000.0%1,1080.0%0.00%
-25.0%
Q1 2021$29,0001,1080.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders