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

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 255 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.13 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$56,000
-25.3%
1,060
-16.5%
0.04%
-13.0%
Q1 2022$75,000
-22.7%
1,270
-13.6%
0.05%
-19.3%
Q3 2021$97,000
-4.9%
1,4700.0%0.06%
-6.6%
Q2 2021$102,000
-13.6%
1,470
-15.5%
0.06%
+15.1%
Q1 2021$118,000
+0.9%
1,740
-16.9%
0.05%
-35.4%
Q4 2020$117,000
-18.8%
2,095
-35.8%
0.08%
-36.9%
Q2 2020$144,000
+125.0%
3,265
+47.4%
0.13%
+83.1%
Q1 2020$64,000
-37.9%
2,215
-4.9%
0.07%
-24.5%
Q4 2019$103,000
+1187.5%
2,330
+1159.5%
0.09%
+1075.0%
Q3 2019$8,000
+14.3%
1850.0%0.01%
+14.3%
Q2 2019$7,000
-96.2%
185
-97.3%
0.01%
-50.0%
Q1 2019$185,0006,8570.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders