Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,806,402
-1.8%
467,973
+1.9%
2.31%
+0.4%
Q2 2023$34,426,873
+7.1%
459,025
+2.1%
2.30%
-0.3%
Q1 2023$32,141,585
+6.2%
449,470
+1.4%
2.31%
-0.9%
Q4 2022$30,268,254
+12.1%
443,166
+3.5%
2.33%
-0.1%
Q3 2022$26,994,000
-3.6%
428,346
-2.6%
2.33%
-0.9%
Q2 2022$28,014,000
-14.1%
439,574
+0.9%
2.35%
-2.0%
Q1 2022$32,628,000
-11.9%
435,452
+0.3%
2.40%
-5.6%
Q4 2021$37,030,000
+9.6%
434,320
+1.8%
2.54%
-0.3%
Q3 2021$33,785,000
-1.2%
426,634
+1.0%
2.55%
-4.1%
Q2 2021$34,195,000
+6.6%
422,529
+3.2%
2.66%
-5.4%
Q1 2021$32,090,000
+17.4%
409,464
+8.1%
2.81%
+5.1%
Q4 2020$27,344,000
+25.7%
378,618
+316.2%
2.68%
-5.3%
Q3 2020$21,758,000
+7.9%
90,970
+1.1%
2.83%
-1.5%
Q2 2020$20,167,000
+25.0%
90,022
-0.4%
2.87%
+2.2%
Q1 2020$16,133,000
-28.4%
90,402
-4.4%
2.81%
-5.0%
Q4 2019$22,527,000
+6.8%
94,606
+0.4%
2.96%
-1.6%
Q3 2019$21,094,000
+1.3%
94,229
+2.4%
3.00%
-0.8%
Q2 2019$20,819,000
+7.7%
92,010
+4.3%
3.03%
+7.4%
Q1 2019$19,337,000
+7.5%
88,257
-1.6%
2.82%
-1.0%
Q4 2018$17,987,000
-9.1%
89,713
+5.6%
2.85%
-8.4%
Q3 2018$19,789,000
+1.9%
84,953
-1.7%
3.11%
-4.4%
Q2 2018$19,426,000
+6.4%
86,421
+3.3%
3.25%
+2.1%
Q1 2018$18,262,000
+2.8%
83,646
+1.6%
3.19%
+3.3%
Q4 2017$17,765,000
+7.7%
82,310
+1.0%
3.08%
+2.2%
Q3 2017$16,488,000
+3.6%
81,477
+0.6%
3.02%
+0.2%
Q2 2017$15,920,000
+6.3%
80,971
+3.2%
3.01%
+2.4%
Q1 2017$14,978,000
+10.9%
78,458
+5.9%
2.94%
+8.2%
Q4 2016$13,500,000
+7.5%
74,096
+3.1%
2.72%
+5.3%
Q3 2016$12,563,000
+6.9%
71,902
+3.4%
2.58%
+3.1%
Q2 2016$11,757,000
+2.4%
69,521
-1.5%
2.50%
-1.3%
Q1 2016$11,483,000
+5.9%
70,615
+4.9%
2.54%
-4.7%
Q4 2015$10,839,000
+30.6%
67,338
+27.4%
2.66%
+20.2%
Q3 2015$8,300,000
+23.8%
52,838
+33.6%
2.22%
+28.9%
Q2 2015$6,703,000
+8.6%
39,548
+9.9%
1.72%
+10.3%
Q1 2015$6,174,000
+9.2%
35,998
+1.7%
1.56%
+2.4%
Q4 2014$5,652,000
+5.2%
35,400
-0.2%
1.52%
-7.5%
Q3 2014$5,374,000
+1.4%
35,482
+5.1%
1.64%
-1.0%
Q2 2014$5,302,000
+16.3%
33,752
+13.2%
1.66%
+8.5%
Q1 2014$4,559,000
+5.7%
29,812
+3.8%
1.53%
-2.3%
Q4 2013$4,312,000
+28.8%
28,707
+19.3%
1.57%
+14.5%
Q3 2013$3,348,000
+54.0%
24,065
+42.6%
1.37%
+33.7%
Q2 2013$2,174,000
+51.7%
16,873
+50.9%
1.02%
+40.9%
Q1 2013$1,433,000
+71.8%
11,181
+53.5%
0.73%
+33.5%
Q4 2012$834,0007,2860.54%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders