TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 132 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.1%.

Quarter-by-quarter ownership
TOTH FINANCIAL ADVISORY CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$13,000
-86.5%
630
-83.6%
0.00%
-88.2%
Q2 2022$96,000
-16.5%
3,8400.0%0.02%0.0%
Q1 2022$115,000
-10.9%
3,840
-1.8%
0.02%
-5.6%
Q4 2021$129,000
+1.6%
3,9100.0%0.02%
-5.3%
Q3 2021$127,000
-13.0%
3,910
-10.8%
0.02%
-13.6%
Q2 2021$146,000
+2.8%
4,3850.0%0.02%
-4.3%
Q1 2021$142,000
-35.7%
4,385
-40.1%
0.02%
-39.5%
Q4 2020$221,000
-57.0%
7,320
-61.3%
0.04%
-61.6%
Q3 2020$514,000
-26.7%
18,905
-25.6%
0.10%
-34.9%
Q2 2020$701,000
+5.3%
25,423
-5.1%
0.15%
-20.8%
Q1 2020$666,000
-71.9%
26,787
-66.2%
0.19%
-60.0%
Q4 2019$2,369,000
+1.5%
79,291
-0.9%
0.48%
-6.2%
Q3 2019$2,335,000
-0.1%
79,981
+0.7%
0.51%
-2.1%
Q2 2019$2,338,000
+3.9%
79,401
+5.0%
0.52%
-0.8%
Q1 2019$2,250,000
+15.6%
75,651
+2.5%
0.53%
-0.9%
Q4 2018$1,946,000
-9.4%
73,839
+2.2%
0.53%
+11.5%
Q3 2018$2,149,000
+14.2%
72,246
+5.8%
0.48%
+8.2%
Q2 2018$1,882,000
-0.8%
68,274
-2.8%
0.44%
-4.3%
Q1 2018$1,898,000
-19.0%
70,247
-11.9%
0.46%
-16.9%
Q4 2017$2,344,000
-25.2%
79,701
-22.7%
0.56%
-29.8%
Q3 2017$3,134,000
-13.3%
103,047
-8.0%
0.79%
-16.1%
Q2 2017$3,613,000
-2.3%
112,009
-2.0%
0.94%
-4.0%
Q1 2017$3,698,000
-6.9%
114,344
-0.7%
0.98%
-13.9%
Q4 2016$3,973,000
+6.6%
115,147
-0.4%
1.14%
+4.3%
Q3 2016$3,726,000
-1.5%
115,638
+1.8%
1.09%
-5.2%
Q2 2016$3,784,000
+16.2%
113,635
+7.2%
1.15%
+8.4%
Q1 2016$3,256,000
+1.9%
105,955
-4.5%
1.06%
+0.7%
Q4 2015$3,195,000
+7.6%
110,976
+0.9%
1.06%
-2.8%
Q3 2015$2,969,000
-10.2%
109,964
-2.6%
1.09%
-1.4%
Q2 2015$3,305,000
-2.6%
112,862
+0.5%
1.10%
-3.0%
Q1 2015$3,393,000
+7.7%
112,270
+4.4%
1.14%
+4.2%
Q4 2014$3,149,000
-2.9%
107,539
-0.7%
1.09%
-10.8%
Q3 2014$3,242,000
+2.8%
108,263
+4.1%
1.22%
+2.2%
Q2 2014$3,153,000
+4.9%
103,959
+3.7%
1.20%
-1.6%
Q1 2014$3,007,000
+3.7%
100,291
+2.8%
1.22%
-1.1%
Q4 2013$2,901,000
+9.3%
97,586
+1.4%
1.23%
-1.0%
Q3 2013$2,655,000
+7.3%
96,251
+0.6%
1.24%
+2.1%
Q2 2013$2,474,00095,6901.22%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders