Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$234,000
-8.9%
4,1260.0%0.02%
-5.6%
Q4 2021$257,000
+0.4%
4,1260.0%0.02%
-5.3%
Q3 2021$256,000
-0.8%
4,1260.0%0.02%
-5.0%
Q2 2021$258,0004,1260.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 394,719$45,582,0009.07%
NewFocus Financial Group, LLC 45,442$5,248,0003.54%
Parkside Advisors LLC 32,211$3,720,0002.81%
AJ WEALTH STRATEGIES, LLC 33,553$3,875,0002.00%
Pure Financial Advisors, LLC 54,561$6,301,0001.89%
BAILARD, INC. 98,870$11,409,0001.06%
Raub Brock Capital Management LP 28,255$3,263,0001.00%
WEALTHSOURCE PARTNERS, LLC 17,910$2,068,0000.87%
HCR Wealth Advisors 10,155$1,173,0000.62%
Pictet North America Advisors SA 24,072$2,780,0000.61%
View complete list of ISHARES TR shareholders