Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 234 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bogart Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$750
-1.2%
330.0%0.00%
Q1 2024$759
-1.2%
330.0%0.00%
Q4 2023$768
-63.6%
33
-66.0%
0.00%
Q3 2023$2,108
-3.7%
97
+1.0%
0.00%
Q2 2023$2,188
-0.5%
960.0%0.00%
Q1 2023$2,200
+3.6%
96
+1.1%
0.00%
Q4 2022$2,124
+6.2%
950.0%0.00%
Q3 2022$2,0000.0%95
+1.1%
0.00%
Q2 2022$2,0000.0%94
+1.1%
0.00%
Q1 2022$2,0000.0%93
+45.3%
0.00%
Q4 2021$2,0000.0%64
+1.6%
0.00%
Q3 2021$2,0000.0%630.0%0.00%
Q2 2021$2,0000.0%630.0%0.00%
Q1 2021$2,000630.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 270,119$7,372,0006.46%
First Pacific Financial 229,755$6,270,0003.02%
Prostatis Group LLC 172,728$4,713,7472.89%
Synergy Asset Management, LLC 241,903$6,602,0001.57%
Long Run Wealth Advisors, LLC 96,767$2,641,0000.92%
Colonial River Wealth Management, LLC 51,068$1,394,0000.75%
Fingerlakes Wealth Management, Inc. 19,606$536,0000.60%
Level Financial Advisors 27,136$741,0000.56%
PECAUT & CO. 34,521$942,0000.48%
First Affirmative Financial Network 17,863$487,0000.44%
View complete list of ISHARES TR shareholders