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

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 177 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$25,0000.0%4000.0%0.02%0.0%
Q2 2021$25,0000.0%4000.0%0.02%
+36.4%
Q1 2021$25,0000.0%4000.0%0.01%
-35.3%
Q4 2020$25,0000.0%4000.0%0.02%
-22.7%
Q2 2020$25,000
+4.2%
4000.0%0.02%
-18.5%
Q1 2020$24,0000.0%4000.0%0.03%
+22.7%
Q4 2019$24,000
-4.0%
4000.0%0.02%
-15.4%
Q3 2019$25,000
+4.2%
4000.0%0.03%
+4.0%
Q2 2019$24,0004000.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Leisure Capital Management 448,426$25,318,00013.14%
Orin Green Financial, LLC 264,357$14,974,0009.36%
Slow Capital, Inc. 468,969$26,478,0006.43%
Manhattan West Asset Management, LLC 95,946$5,417,0003.27%
Financial Connections Group, Inc. 63,981$3,612,0003.18%
Warren Street Wealth Advisors, LLC 58,215$3,287,0003.18%
Navalign, LLC 94,639$5,343,0002.33%
Waypoint Wealth Partners Inc. 95,315$5,381,0002.06%
Safeguard Investment Advisory Group, LLC 50,756$2,953,0001.82%
Caerus Investment Advisors, LLC 26,264$1,483,0001.80%
View complete list of ISHARES TR shareholders