TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 127 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

Quarter-by-quarter ownership
TOTH FINANCIAL ADVISORY CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,056
-2.1%
1,460
-1.4%
0.01%0.0%
Q2 2023$50,098
-5.4%
1,4800.0%0.01%
-12.5%
Q1 2023$52,970
-25.4%
1,480
-0.7%
0.01%
-33.3%
Q4 2022$70,984
-6.6%
1,490
-6.3%
0.01%
-14.3%
Q3 2022$76,000
-2.6%
1,5900.0%0.01%0.0%
Q2 2022$78,000
-17.0%
1,5900.0%0.01%0.0%
Q1 2022$94,000
-4.1%
1,5900.0%0.01%
+7.7%
Q4 2021$98,000
+1.0%
1,590
-1.1%
0.01%
-13.3%
Q3 2021$97,000
+6.6%
1,608
+1.1%
0.02%
+7.1%
Q2 2021$91,000
+1.1%
1,5900.0%0.01%0.0%
Q1 2021$90,000
+25.0%
1,5900.0%0.01%
+16.7%
Q4 2020$72,000
+38.5%
1,5900.0%0.01%
+20.0%
Q3 2020$52,000
-8.8%
1,590
-5.9%
0.01%
-16.7%
Q2 2020$57,000
+16.3%
1,6900.0%0.01%
-14.3%
Q1 2020$49,000
-43.0%
1,6900.0%0.01%
-17.6%
Q4 2019$86,000
+8.9%
1,6900.0%0.02%0.0%
Q3 2019$79,000
+1.3%
1,6900.0%0.02%0.0%
Q2 2019$78,000
+6.8%
1,6900.0%0.02%0.0%
Q1 2019$73,000
+9.0%
1,6900.0%0.02%
-5.6%
Q4 2018$67,000
-19.3%
1,6900.0%0.02%0.0%
Q3 2018$83,0000.0%1,6900.0%0.02%
-5.3%
Q2 2018$83,000
-2.4%
1,6900.0%0.02%
-9.5%
Q1 2018$85,000
+2.4%
1,6900.0%0.02%
+5.0%
Q4 2017$83,0001,6900.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 69,483$3,318,0003.16%
MARTIN & CO INC /TN/ 69,648$3,326,0000.99%
Aft, Forsyth & Sober, LLC 40,000$1,910,0000.93%
Viewpoint Capital Management LLC 7,992$382,0000.38%
C2C Wealth Management, LLC 28,034$1,434,0000.28%
Family Firm, Inc. 18,140$866,0000.28%
BTR CAPITAL MANAGEMENT INC 36,674$1,751,0000.27%
Ballew Advisors, Inc 5,499$266,0000.24%
CARRET ASSET MANAGEMENT, LLC 29,930$1,429,0000.21%
Game Plan Financial Advisors, LLC 5,000$239,0000.20%
View complete list of ISHARES TR shareholders