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

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.33 and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,063,217
-23.4%
21,922
-10.9%
0.74%
-20.1%
Q2 2023$1,388,577
-0.2%
24,594
-4.6%
0.93%
-4.0%
Q1 2023$1,391,173
-13.0%
25,772
-15.3%
0.97%
-19.1%
Q4 2022$1,599,390
+3.4%
30,424
-7.2%
1.20%
-1.4%
Q3 2022$1,547,000
-7.6%
32,797
-1.2%
1.22%
+2.9%
Q2 2022$1,674,000
-10.9%
33,193
+7.7%
1.18%
+3.4%
Q1 2022$1,878,000
-14.0%
30,809
-7.1%
1.14%
-17.7%
Q4 2021$2,184,000
+9.3%
33,167
+4.2%
1.39%
+17.2%
Q3 2021$1,999,000
+2.9%
31,837
+491.5%
1.18%
+2.0%
Q2 2021$1,943,000
+4.2%
5,382
-4.7%
1.16%
+39.5%
Q1 2021$1,865,000
-2.3%
5,646
-3.1%
0.83%
-37.5%
Q4 2020$1,908,000
+8.5%
5,828
-0.7%
1.33%
-18.8%
Q3 2020$1,758,000
+13.2%
5,868
+0.0%
1.64%
+17.5%
Q2 2020$1,553,000
+21.3%
5,866
+3.3%
1.40%
-1.8%
Q1 2020$1,280,000
-11.0%
5,678
+4.4%
1.42%
+8.8%
Q4 2019$1,438,000
+19.4%
5,440
+11.7%
1.31%
+5.5%
Q3 2019$1,204,000
+0.8%
4,871
-1.8%
1.24%
-1.0%
Q2 2019$1,194,000
+234.5%
4,959
-94.0%
1.25%
+4540.7%
Q1 2019$357,00081,9820.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders