TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
TOTH FINANCIAL ADVISORY CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$45,819
-6.4%
1960.0%0.01%0.0%
Q2 2023$48,965
+182.8%
196
+157.9%
0.01%
+133.3%
Q1 2023$17,316
+6.7%
760.0%0.00%0.0%
Q4 2022$16,230
+8.2%
760.0%0.00%0.0%
Q3 2022$15,000
-16.7%
76
-8.4%
0.00%0.0%
Q2 2022$18,000
-18.2%
830.0%0.00%0.0%
Q1 2022$22,000
-4.3%
830.0%0.00%0.0%
Q4 2021$23,000
-80.3%
83
-82.8%
0.00%
-83.3%
Q3 2021$117,000
-90.0%
483
-89.2%
0.02%
-89.9%
Q2 2021$1,165,000
-2.3%
4,483
-3.2%
0.18%
-6.3%
Q1 2021$1,193,000
+12.7%
4,630
-3.5%
0.19%
+4.4%
Q4 2020$1,059,000
+51.7%
4,800
+36.8%
0.18%
+35.8%
Q3 2020$698,000
+315.5%
3,510
+240.8%
0.13%
+272.2%
Q2 2020$168,000
+14.3%
1,030
-2.8%
0.04%
-14.3%
Q1 2020$147,000
-98.0%
1,060
-97.2%
0.04%
-97.2%
Q4 2019$7,450,000
+0.3%
38,095
-4.5%
1.51%
-7.1%
Q3 2019$7,428,000
+1.9%
39,906
+3.1%
1.63%
-0.2%
Q2 2019$7,286,000
-10.1%
38,714
-10.6%
1.63%
-14.1%
Q1 2019$8,105,000
+9.5%
43,283
-3.5%
1.90%
-6.2%
Q4 2018$7,401,000
-20.2%
44,851
-1.1%
2.02%
-1.7%
Q3 2018$9,273,000
+10.6%
45,332
+0.7%
2.06%
+4.7%
Q2 2018$8,386,000
+1.4%
45,031
+1.8%
1.97%
-2.3%
Q1 2018$8,274,000
-2.2%
44,238
+0.2%
2.01%
+0.3%
Q4 2017$8,461,000
+12.8%
44,155
+5.0%
2.00%
+5.9%
Q3 2017$7,503,000
+4.7%
42,055
+1.0%
1.89%
+1.2%
Q2 2017$7,165,000
+6.1%
41,638
+1.1%
1.87%
+4.3%
Q1 2017$6,755,000
+3.2%
41,192
+2.5%
1.79%
-4.6%
Q4 2016$6,546,000
+31.7%
40,200
+17.5%
1.88%
+28.9%
Q3 2016$4,969,000
+6.4%
34,211
-1.7%
1.46%
+2.4%
Q2 2016$4,670,000
-7.0%
34,817
-1.3%
1.42%
-13.3%
Q1 2016$5,024,000
+1.8%
35,281
-3.7%
1.64%
+0.6%
Q4 2015$4,936,000
-3.9%
36,634
-0.2%
1.63%
-13.2%
Q3 2015$5,137,000
-6.1%
36,714
-2.7%
1.88%
+3.1%
Q2 2015$5,469,000
-10.4%
37,722
-3.2%
1.83%
-10.8%
Q1 2015$6,101,000
-2.9%
38,956
+1.7%
2.05%
-6.1%
Q4 2014$6,285,000
+12.5%
38,308
+3.5%
2.18%
+3.4%
Q3 2014$5,586,000
+2.8%
37,016
+0.1%
2.11%
+2.1%
Q2 2014$5,435,000
+10.0%
36,972
+1.4%
2.06%
+3.1%
Q1 2014$4,940,000
+2.3%
36,473
-0.4%
2.00%
-2.3%
Q4 2013$4,828,000
+13.1%
36,602
+0.9%
2.05%
+2.4%
Q3 2013$4,269,000
+7.6%
36,293
+0.5%
2.00%
+2.4%
Q2 2013$3,969,00036,1171.95%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders