TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
MARTIN & CO INC /TN/ 251,520$7,359,0002.64%
DONALDSON CAPITAL MANAGEMENT, LLC 315,374$9,228,0002.09%
OLD SECOND NATIONAL BANK OF AURORA 118,275$3,461,0001.59%
BTR CAPITAL MANAGEMENT INC 85,565$2,504,0000.78%
North Star Investment Management Corp. 90,690$2,654,0000.69%
PINNACLE FINANCIAL PARTNERS INC 37,375$1,094,0000.57%
BANK OF NOVA SCOTIA 2,231,000$65,279,0000.33%
PETTYJOHN, WOOD & WHITE, INC 11,350$332,0000.21%
HighTower Advisors, LLC 237,425$6,947,0000.19%
Investors Capital Advisory Services 18,144$530,0000.16%
View complete list of ISHARES TR shareholders