Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$5,0000.0%1800.0%0.00%0.0%
Q2 2016$5,0000.0%180
+2.3%
0.00%0.0%
Q1 2016$5,0000.0%176
+1.1%
0.00%0.0%
Q4 2015$5,000
-99.6%
174
-99.6%
0.00%
-99.7%
Q3 2015$1,298,000
-14.8%
46,157
-2.0%
0.35%
-11.3%
Q2 2015$1,523,000
-3.2%
47,094
+0.7%
0.39%
-1.8%
Q1 2015$1,574,000
-0.1%
46,7830.0%0.40%
-6.4%
Q4 2014$1,576,000
+162.7%
46,783
+179.3%
0.42%
+131.7%
Q3 2014$600,000
-30.8%
16,753
-22.9%
0.18%
-32.5%
Q2 2014$867,000
+4.2%
21,732
+0.9%
0.27%
-2.9%
Q1 2014$832,000
+1.8%
21,5380.0%0.28%
-6.1%
Q4 2013$817,000
+6.1%
21,538
+1.4%
0.30%
-5.7%
Q3 2013$770,000
+16.5%
21,246
+2.3%
0.32%
+1.3%
Q2 2013$661,000
+31.2%
20,773
+40.8%
0.31%
+22.0%
Q1 2013$504,000
+22.0%
14,756
+20.4%
0.26%
-5.2%
Q4 2012$413,00012,2560.27%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders