Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,476
-3.2%
7100.0%0.00%
-33.3%
Q2 2023$40,775
+1.5%
7100.0%0.00%0.0%
Q1 2023$40,165
+5.4%
7100.0%0.00%0.0%
Q4 2022$38,106
+12.1%
7100.0%0.00%0.0%
Q3 2022$34,000
-8.1%
7100.0%0.00%0.0%
Q2 2022$37,000
-66.7%
710
-59.1%
0.00%
-85.7%
Q4 2020$111,000
+14.4%
1,7360.0%0.02%
-4.5%
Q3 2020$97,0001,7360.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders