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

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 967 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.05 and the average weighting 0.7%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,962,755
-3.7%
65,100
-1.2%
1.37%
+0.5%
Q2 2023$2,038,828
-2.6%
65,918
-1.7%
1.36%
-6.4%
Q1 2023$2,093,773
+2.6%
67,065
+0.3%
1.46%
-4.6%
Q4 2022$2,040,580
-6.5%
66,839
-3.0%
1.53%
-10.8%
Q3 2022$2,182,000
-4.8%
68,885
-1.2%
1.71%
+5.9%
Q2 2022$2,292,000
-12.3%
69,720
-2.8%
1.62%
+1.8%
Q1 2022$2,613,000
-8.1%
71,737
-0.5%
1.59%
-12.0%
Q4 2021$2,842,000
+8.8%
72,076
+7.1%
1.81%
+16.7%
Q3 2021$2,613,000
-2.0%
67,324
-0.7%
1.55%
-2.8%
Q2 2021$2,666,000
-7.0%
67,787
-9.2%
1.59%
+24.6%
Q1 2021$2,868,000
-4.5%
74,681
-4.2%
1.28%
-39.0%
Q4 2020$3,003,000
-0.4%
77,972
-5.7%
2.10%
-25.5%
Q3 2020$3,014,000
+4.8%
82,689
-0.4%
2.81%
+8.8%
Q2 2020$2,875,000
+5.8%
82,999
-2.8%
2.59%
-14.4%
Q1 2020$2,718,000
-18.1%
85,362
-3.3%
3.02%
+0.2%
Q4 2019$3,317,000
+6.4%
88,251
+6.2%
3.02%
-6.1%
Q3 2019$3,118,000
+1.5%
83,089
-0.3%
3.21%
-0.3%
Q2 2019$3,071,000
-93.8%
83,340
-95.4%
3.22%
-12.8%
Q1 2019$49,695,0001,823,7773.70%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders