Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 70 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 297.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2016$23,000
+15.0%
5000.0%0.01%
+25.0%
Q3 2016$20,000
+5.3%
5000.0%0.00%0.0%
Q2 2016$19,000
+5.6%
5000.0%0.00%0.0%
Q1 2016$18,0000.0%5000.0%0.00%0.0%
Q4 2015$18,0000.0%5000.0%0.00%
-20.0%
Q3 2015$18,000
-25.0%
5000.0%0.01%
-16.7%
Q2 2015$24,0000.0%5000.0%0.01%0.0%
Q1 2015$24,000
-4.0%
5000.0%0.01%
-14.3%
Q4 2014$25,000
-24.2%
5000.0%0.01%
-30.0%
Q3 2014$33,000
-15.4%
5000.0%0.01%
-16.7%
Q2 2014$39,000
+14.7%
5000.0%0.01%
+9.1%
Q1 2014$34,000
+6.2%
5000.0%0.01%
-8.3%
Q4 2013$32,000
+3.2%
5000.0%0.01%
-7.7%
Q3 2013$31,000
+10.7%
5000.0%0.01%0.0%
Q2 2013$28,000
-3.4%
5000.0%0.01%
-13.3%
Q1 2013$29,000
+11.5%
5000.0%0.02%
-11.8%
Q4 2012$26,0005000.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 45,682$1,154,0000.56%
BOSTON RESEARCH & MANAGEMENT INC 30,590$772,0000.32%
Family Firm, Inc. 21,938$554,0000.20%
Blume Capital Management, Inc. 14,400$364,0000.19%
Private Wealth Advisors, Inc. 16,298$412,0000.15%
FRONT BARNETT ASSOCIATES LLC 37,744$953,0000.15%
Van Cleef Asset Management,Inc 15,810$399,0000.09%
Tower Research Capital LLC (TRC) 39,897$1,008,0000.06%
ALTFEST L J & CO INC 9,185$232,0000.06%
Laurel Wealth Advisors LLC 5,800$147,0000.05%
View complete list of ISHARES TR shareholders