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

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$227,643
-3.8%
9250.0%0.16%
+0.6%
Q2 2023$236,615
+3.5%
9250.0%0.16%
-0.6%
Q1 2023$228,669
-7.7%
9250.0%0.16%
-14.1%
Q4 2022$247,613
-3.3%
925
-7.8%
0.18%
-8.0%
Q3 2022$256,000
+4.5%
1,003
+4.7%
0.20%
+16.2%
Q2 2022$245,000
-9.6%
9580.0%0.17%
+4.8%
Q1 2022$271,000
-2.5%
9580.0%0.16%
-6.8%
Q4 2021$278,000
+9.4%
958
-3.5%
0.18%
+18.0%
Q3 2021$254,000
-7.6%
993
-3.9%
0.15%
-8.5%
Q2 2021$275,000
+5.8%
1,0330.0%0.16%
+41.4%
Q1 2021$260,000
+4.0%
1,033
-3.0%
0.12%
-33.7%
Q4 2020$250,000
+16.3%
1,0650.0%0.18%
-12.9%
Q3 2020$215,000
+4.4%
1,0650.0%0.20%
+8.6%
Q2 2020$206,000
+17.0%
1,065
+0.9%
0.18%
-5.6%
Q1 2020$176,000
-17.0%
1,0550.0%0.20%
+1.6%
Q4 2019$212,000
+35.0%
1,055
+8.8%
0.19%
+19.1%
Q3 2019$157,000
+2.6%
970
+9.0%
0.16%
+0.6%
Q2 2019$153,000
-83.5%
890
-99.4%
0.16%
+133.3%
Q1 2019$925,000158,1750.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders