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

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 144 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$10,000
-16.7%
2350.0%0.01%0.0%
Q1 2022$12,0000.0%2350.0%0.01%0.0%
Q3 2021$12,000
-7.7%
2350.0%0.01%
-12.5%
Q2 2021$13,000
+8.3%
2350.0%0.01%
+60.0%
Q1 2021$12,000
-7.7%
235
-12.3%
0.01%
-44.4%
Q4 2020$13,000
+550.0%
268
+436.0%
0.01%
+350.0%
Q2 2020$2,0000.0%500.0%0.00%0.0%
Q1 2020$2,0000.0%500.0%0.00%0.0%
Q4 2019$2,000
-77.8%
50
-75.0%
0.00%
-77.8%
Q3 2019$9,0000.0%2000.0%0.01%0.0%
Q2 2019$9,000
-95.5%
200
-97.8%
0.01%
-40.0%
Q1 2019$200,0008,9040.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders