Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$665,393
+0.2%
8,9000.0%0.05%
+4.5%
Q2 2023$664,058
+4.9%
8,900
+0.1%
0.04%
-2.2%
Q1 2023$632,776
+3.9%
8,895
+10.2%
0.04%
-4.3%
Q4 2022$609,2638,0730.05%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders