Joel Isaacson & Co., LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Joel Isaacson & Co., LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,822,286
-1.1%
136,538
+2.6%
0.88%
+1.0%
Q2 2023$12,965,886
+9.8%
133,038
+1.9%
0.87%
+2.4%
Q1 2023$11,804,543
+13.1%
130,509
+5.9%
0.85%
+5.5%
Q4 2022$10,440,686
+43.5%
123,194
+34.4%
0.80%
+27.8%
Q3 2022$7,278,000
+7.3%
91,647
+13.4%
0.63%
+10.5%
Q2 2022$6,781,000
-13.9%
80,820
+0.3%
0.57%
-1.7%
Q1 2022$7,876,000
+5.3%
80,548
+16.2%
0.58%
+12.9%
Q4 2021$7,477,000
+32.2%
69,298
+20.7%
0.51%
+20.1%
Q3 2021$5,654,000
+0.3%
57,421
+0.3%
0.43%
-2.7%
Q2 2021$5,639,000
+36.1%
57,271
+25.6%
0.44%
+20.9%
Q1 2021$4,143,000
+16.4%
45,588
+10.2%
0.36%
+4.3%
Q4 2020$3,559,000
+66.2%
41,368
+47.3%
0.35%
+25.2%
Q3 2020$2,141,000
+20.0%
28,089
+10.2%
0.28%
+9.4%
Q2 2020$1,784,000
+55.5%
25,486
+27.7%
0.25%
+27.0%
Q1 2020$1,147,00019,9500.20%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders