Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 693 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 50.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$104,860
-2.2%
4,646
-1.4%
0.01%
-16.7%
Q1 2024$107,269
+6.9%
4,711
+8.2%
0.01%0.0%
Q4 2023$100,339
-5.9%
4,355
-9.9%
0.01%
-14.3%
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 ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders