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

ISHARES TR's ticker is JKI and the CUSIP is 464288406. A total of 103 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$151,000
-14.2%
2,5500.0%0.11%0.0%
Q1 2022$176,000
+9.3%
2,5500.0%0.11%
+12.6%
Q3 2021$161,000
-1.8%
2,5500.0%0.10%
-3.1%
Q2 2021$164,000
+4.5%
2,550
+200.0%
0.10%
+40.0%
Q1 2021$157,000
+18.0%
8500.0%0.07%
-24.7%
Q4 2020$133,000
+24.3%
8500.0%0.09%
-3.1%
Q2 2020$107,000
+17.6%
8500.0%0.10%
-5.0%
Q1 2020$91,000
-36.4%
8500.0%0.10%
-22.3%
Q4 2019$143,000
+30.0%
850
+24.1%
0.13%
+15.0%
Q3 2019$110,000
+17.0%
685
+15.1%
0.11%
+14.1%
Q2 2019$94,000
-85.0%
595
-99.4%
0.10%
+110.6%
Q1 2019$628,000100,0630.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marietta Wealth Management, LLC 25,614$4,148,0001.83%
FIRST AMERICAN TRUST, FSB 38,511$6,236,0001.39%
Courage Miller Partners, LLC 13,780$2,231,0001.28%
GHP Investment Advisors, Inc. 24,634$3,989,0000.53%
M Holdings Securities, Inc. 8,011$1,297,0000.34%
PLANNING DIRECTIONS INC 2,140$346,0000.32%
NWAM LLC 6,938$1,123,0000.25%
Summit Asset Management, LLC 1,658$268,0000.12%
Prime Capital Investment Advisors, LLC 2,323$376,0000.12%
Bell Rock Capital LLC 1,178$193,0000.10%
View complete list of ISHARES TR shareholders