TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

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ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 62 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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Quarter-by-quarter ownership
TOTH FINANCIAL ADVISORY CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,303
-3.8%
430.0%0.00%0.0%
Q2 2023$4,473
-1.7%
430.0%0.00%0.0%
Q1 2023$4,549
+3.1%
430.0%0.00%0.0%
Q4 2022$4,412
+10.3%
430.0%0.00%0.0%
Q3 2022$4,000
-20.0%
430.0%0.00%0.0%
Q2 2022$5,0000.0%430.0%0.00%0.0%
Q1 2022$5,0000.0%430.0%0.00%0.0%
Q4 2021$5,0000.0%430.0%0.00%0.0%
Q3 2021$5,0000.0%430.0%0.00%0.0%
Q2 2021$5,0000.0%430.0%0.00%0.0%
Q1 2021$5,0000.0%430.0%0.00%0.0%
Q4 2020$5,000
-28.6%
43
-21.8%
0.00%0.0%
Q3 2020$7,0000.0%550.0%0.00%
-50.0%
Q2 2020$7,0000.0%550.0%0.00%0.0%
Q1 2020$7,000
+16.7%
550.0%0.00%
+100.0%
Q4 2019$6,000
-14.3%
550.0%0.00%
-50.0%
Q3 2019$7,000
+16.7%
550.0%0.00%
+100.0%
Q2 2019$6,0000.0%550.0%0.00%0.0%
Q1 2019$6,0000.0%550.0%0.00%
-50.0%
Q4 2018$6,0000.0%550.0%0.00%
+100.0%
Q3 2018$6,0000.0%550.0%0.00%0.0%
Q2 2018$6,0000.0%550.0%0.00%0.0%
Q1 2018$6,0000.0%550.0%0.00%0.0%
Q4 2017$6,000–55–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 34,076$3,409,7092.46%
KENFARB & CO. 14,820$1,482,8791.36%
COLTON GROOME FINANCIAL ADVISORS, LLC 21,605$2,161,8381.08%
Beirne Wealth Consulting Services, LLC 9,054$941,9430.75%
Destination Wealth Management 161,301$16,140,0350.63%
Aveo Capital Partners, LLC 38,602$3,862,5890.51%
ASSETMARK, INC 1,078,996$107,966,3900.43%
Dentgroup LLC 5,635$563,8490.42%
OneDigital Investment Advisors LLC 187,954$18,807,0340.41%
Tower Wealth Partners, Inc. 3,296$329,8040.27%
View complete list of ISHARES TR shareholders