Bogart Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 142 filers reported holding ISHARES TR in Q3 2022. 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$14,575
+0.1%
5710.0%0.00%0.0%
Q2 2023$14,555
-62.3%
571
-62.4%
0.00%
-66.7%
Q1 2023$38,654
+0.3%
1,5200.0%0.00%0.0%
Q4 2022$38,532
+1.4%
1,5200.0%0.00%0.0%
Q3 2022$38,000
-2.6%
1,5200.0%0.00%0.0%
Q2 2022$39,0000.0%1,5200.0%0.00%0.0%
Q1 2022$39,0000.0%1,5200.0%0.00%
-25.0%
Q4 2021$39,000
-2.5%
1,5200.0%0.00%0.0%
Q3 2021$40,0000.0%1,5200.0%0.00%0.0%
Q2 2021$40,0000.0%1,5200.0%0.00%
-33.3%
Q1 2021$40,000
+2.6%
1,5200.0%0.01%
-14.3%
Q4 2020$39,0000.0%1,5200.0%0.01%
-22.2%
Q3 2020$39,000
-2.5%
1,5200.0%0.01%0.0%
Q2 2020$40,0001,5200.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Virginia National Bank 27,275$696,1943.18%
Paradigm, Strategies in Wealth Management, LLC 100,524$2,565,8751.64%
SONATA CAPITAL GROUP INC 119,565$3,0521.63%
Covington Investment Advisors Inc. 199,456$5,0911.08%
BLUE SQUARE ASSET MANAGEMENT, LLC 56,853$1,451,1731.07%
Praetorian Wealth Management, Inc. 125,631$3,206,7311.02%
Source Financial Advisors LLC 82,380$2,102,7500.71%
PFG Private Wealth Management, LLC 37,297$952,0060.71%
LEAVELL INVESTMENT MANAGEMENT, INC. 326,389$8,3310.58%
Atwater Malick LLC 47,527$1,213,1270.53%
View complete list of ISHARES TR shareholders