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

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 162 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders