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

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,037 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.27 and the average weighting 0.8%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$29,000
-54.7%
210
-48.8%
0.02%
-48.7%
Q1 2022$64,000
+156.0%
410
+134.3%
0.04%
+160.0%
Q3 2021$25,000
-3.8%
1750.0%0.02%
-6.2%
Q2 2021$26,000
+4.0%
1750.0%0.02%
+45.5%
Q1 2021$25,000
+13.6%
1750.0%0.01%
-26.7%
Q4 2020$22,0001750.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Scottrade Investment Management 1,975,903$187,632,00025.96%
HOME FEDERAL BANK OF TENNESSEE 461,553$43,829,00025.70%
Miracle Mile Advisors, LLC 521,000$49,474,00012.35%
Valmark Advisers, Inc. 4,755,045$451,539,00011.28%
Regal Wealth Group, Inc. 120,233$11,417,00010.36%
FIRST HAWAIIAN BANK 576,446$54,739,0009.33%
PHILLIPS FINANCIAL MANAGEMENT, LLC 343,316$32,134,0008.54%
LVZ, Inc. 212,461$20,175,0008.28%
ETF Portfolio Partners, Inc. 98,696$9,372,0007.47%
APPROPRIATE BALANCE FINANCIAL SERVICES INC. 121,012$11,491,0007.37%
View complete list of ISHARES TR shareholders