Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 337 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$133,056
+0.2%
5,352
+0.0%
0.01%0.0%
Q1 2024$132,740
+13.0%
5,350
+12.8%
0.01%0.0%
Q4 2023$117,461
+88.4%
4,744
+85.5%
0.01%
+75.0%
Q3 2023$62,3382,5580.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TLWM 326,446$8,466,0004.07%
PFG Private Wealth Management, LLC 114,473$2,969,0002.65%
RVW Wealth, LLC 379,614$9,847,0002.15%
Signature Wealth Management Group 115,898$3,006,0001.90%
Gateway Advisory, LLC 281,776$7,309,0001.80%
Aptus Capital Advisors, LLC 967,675$25,101,0001.78%
Day & Ennis, LLC 122,090$3,167,0001.55%
Motley Fool Wealth Management, LLC 966,477$25,070,0001.50%
Capital Investment Advisors, LLC 1,074,360$28,016,0001.35%
SIGMA INVESTMENT COUNSELORS INC 437,341$11,345,0001.19%
View complete list of ISHARES TR shareholders