Joseph P. Lucia & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$10,0000.0%1800.0%0.01%0.0%
Q3 2021$10,0000.0%180
+500.0%
0.01%0.0%
Q2 2021$10,000
+11.1%
300.0%0.01%
+50.0%
Q1 2021$9,0000.0%300.0%0.00%
-33.3%
Q4 2020$9,000
+28.6%
300.0%0.01%0.0%
Q2 2020$7,000
+40.0%
300.0%0.01%0.0%
Q1 2020$5,000
-16.7%
300.0%0.01%
+20.0%
Q4 2019$6,000
-14.3%
30
-25.0%
0.01%
-28.6%
Q3 2019$7,000
-30.0%
40
-27.3%
0.01%
-30.0%
Q2 2019$10,000
-81.8%
55
-99.4%
0.01%
+150.0%
Q1 2019$55,0009,7030.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders