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 ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders