TOTH FINANCIAL ADVISORY CORP - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 410 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
TOTH FINANCIAL ADVISORY CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,851
-5.2%
2580.0%0.00%0.0%
Q2 2023$18,832
+401.7%
258
+396.2%
0.00%
+200.0%
Q1 2023$3,754
+9.3%
520.0%0.00%0.0%
Q4 2022$3,435
+14.5%
520.0%0.00%0.0%
Q3 2022$3,0000.0%520.0%0.00%0.0%
Q2 2022$3,000
-25.0%
52
+2.0%
0.00%0.0%
Q1 2022$4,000
+100.0%
51
+64.5%
0.00%
Q4 2021$2,0000.0%31
+3.3%
0.00%
Q3 2021$2,000
+100.0%
30
+200.0%
0.00%
Q2 2021$1,0000.0%100.0%0.00%
Q1 2021$1,0000.0%100.0%0.00%
Q4 2020$1,0000.0%100.0%0.00%
Q3 2020$1,0000.0%100.0%0.00%
Q2 2020$1,0000.0%100.0%0.00%
Q1 2020$1,000
-80.0%
10
-85.7%
0.00%
-100.0%
Q4 2019$5,000700.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 338,787$23,420,35416.89%
Dunhill Financial, LLC 318,114$22,147,06813.97%
Forefront Analytics, LLC 344,925$23,844,84213.52%
High Note Wealth, LLC 239,807$16,577,8776.85%
Laurel Wealth Planning LLC 123,130$8,5126.62%
SPINNAKER TRUST 1,166,204$80,619,6836.07%
Financial Network Wealth Management LLC 163,350$11,1275.43%
Shira Ridge Wealth Management 100,446$6,943,8474.56%
Bond & Devick Financial Network, Inc. 101,025$6,983,8664.49%
Ellevest, Inc. 733,218$50,687,3573.90%
View complete list of ISHARES TR shareholders