Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 159 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$758,104
+0.6%
21,182
+33.9%
0.05%
-6.9%
Q4 2022$753,903
-0.3%
15,8250.0%0.06%
-10.8%
Q3 2022$756,000
-3.1%
15,8250.0%0.06%
-1.5%
Q2 2022$780,000
-11.7%
15,8250.0%0.07%
+1.5%
Q1 2022$883,000
-9.6%
15,8250.0%0.06%
-3.0%
Q4 2021$977,000
+2.0%
15,8250.0%0.07%
-6.9%
Q3 2021$958,000
+5.3%
15,8250.0%0.07%
+1.4%
Q2 2021$910,000
+1.4%
15,8250.0%0.07%
-10.1%
Q1 2021$897,000
+24.9%
15,8250.0%0.08%
+12.9%
Q4 2020$718,000
+38.6%
15,8250.0%0.07%
+4.5%
Q3 2020$518,000
-3.2%
15,8250.0%0.07%
-11.8%
Q2 2020$535,000
+16.8%
15,8250.0%0.08%
-5.0%
Q1 2020$458,000
-43.2%
15,8250.0%0.08%
-24.5%
Q4 2019$807,000
+9.5%
15,8250.0%0.11%
+1.0%
Q3 2019$737,000
+1.5%
15,8250.0%0.10%
-0.9%
Q2 2019$726,000
+5.5%
15,8250.0%0.11%
+6.0%
Q1 2019$688,000
+2.8%
15,8250.0%0.10%
-5.7%
Q4 2018$669,000
-13.8%
15,8250.0%0.11%
-13.1%
Q3 2018$776,000
-0.3%
15,8250.0%0.12%
-6.2%
Q2 2018$778,000
-2.4%
15,8250.0%0.13%
-6.5%
Q1 2018$797,000
+2.2%
15,8250.0%0.14%
+3.0%
Q4 2017$780,000
+4.4%
15,8250.0%0.14%
-1.5%
Q3 2017$747,000
+3.6%
15,8250.0%0.14%
+0.7%
Q2 2017$721,000
+1.7%
15,8250.0%0.14%
-2.2%
Q1 2017$709,000
-1.3%
15,8250.0%0.14%
-3.5%
Q4 2016$718,000
+28.9%
15,8250.0%0.14%
+26.3%
Q3 2016$557,000
+8.6%
15,8250.0%0.11%
+4.6%
Q2 2016$513,000
+2.0%
15,8250.0%0.11%
-1.8%
Q1 2016$503,00015,8250.11%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders