Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,832 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.10 and the average weighting 1.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,505,922
+6.2%
10,050
+11.4%
0.17%
+8.2%
Q2 2023$2,359,548
+20.9%
9,024
+15.7%
0.16%
+12.9%
Q1 2023$1,951,724
+7.4%
7,802
+3.9%
0.14%0.0%
Q4 2022$1,816,975
+88.1%
7,512
+70.5%
0.14%
+68.7%
Q3 2022$966,000
+68.0%
4,405
+73.3%
0.08%
+72.9%
Q2 2022$575,000
-15.1%
2,542
-1.7%
0.05%
-4.0%
Q1 2022$677,000
-6.0%
2,587
+1.8%
0.05%
+2.0%
Q4 2021$720,000
+7.6%
2,5420.0%0.05%
-3.9%
Q3 2021$669,000
-2.0%
2,5420.0%0.05%
-3.8%
Q2 2021$683,000
-2.8%
2,542
-5.9%
0.05%
-14.5%
Q1 2021$703,000
+13.2%
2,7020.0%0.06%
+1.6%
Q4 2020$621,000
+24.0%
2,7020.0%0.06%
-6.2%
Q3 2020$501,000
+3.3%
2,702
-0.9%
0.06%
-5.8%
Q2 2020$485,000
+11.5%
2,727
-9.8%
0.07%
-9.2%
Q1 2020$435,000
-26.0%
3,024
+5.8%
0.08%
-1.3%
Q4 2019$588,000
+9.7%
2,857
+3.0%
0.08%
+1.3%
Q3 2019$536,000
-0.6%
2,7750.0%0.08%
-2.6%
Q2 2019$539,000
+2.5%
2,7750.0%0.08%
+1.3%
Q1 2019$526,000
+24.3%
2,775
+15.4%
0.08%
+14.9%
Q4 2018$423,000
-13.7%
2,405
-1.2%
0.07%
-13.0%
Q3 2018$490,000
+3.4%
2,4350.0%0.08%
-2.5%
Q2 2018$474,000
+6.0%
2,435
+2.3%
0.08%
+1.3%
Q1 2018$447,000
-1.1%
2,3810.0%0.08%0.0%
Q4 2017$452,000
+6.1%
2,3810.0%0.08%0.0%
Q3 2017$426,000
-4.3%
2,381
-7.0%
0.08%
-7.1%
Q2 2017$445,000
+1.6%
2,5610.0%0.08%
-2.3%
Q1 2017$438,000
+3.5%
2,5610.0%0.09%
+1.2%
Q4 2016$423,000
+6.8%
2,5610.0%0.08%
+4.9%
Q3 2016$396,000
+4.8%
2,561
+1.2%
0.08%
+1.2%
Q2 2016$378,000
-2.3%
2,531
-5.6%
0.08%
-5.9%
Q1 2016$387,000
+3.5%
2,6810.0%0.08%
-7.6%
Q4 2015$374,000
+2.2%
2,6810.0%0.09%
-6.1%
Q3 2015$366,000
-9.0%
2,6810.0%0.10%
-4.9%
Q2 2015$402,000
-1.2%
2,6810.0%0.10%0.0%
Q1 2015$407,000
-16.9%
2,681
-20.8%
0.10%
-22.0%
Q4 2014$490,000
+250.0%
3,385
+231.5%
0.13%
+207.0%
Q3 2014$140,000
+35.9%
1,021
+41.6%
0.04%
+34.4%
Q2 2014$103,000
+4.0%
7210.0%0.03%
-3.0%
Q1 2014$99,000
+3.1%
7210.0%0.03%
-5.7%
Q4 2013$96,000
+6.7%
7210.0%0.04%
-5.4%
Q3 2013$90,000
+8.4%
7210.0%0.04%
-5.1%
Q2 2013$83,0000.0%7210.0%0.04%
-7.1%
Q1 2013$83,000
+62.7%
721
+44.2%
0.04%
+27.3%
Q4 2012$51,0005000.03%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders