Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders