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

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders