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

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 122 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$86,000
-1.1%
4500.0%0.06%
+15.1%
Q1 2022$87,000
-3.3%
450
-8.2%
0.05%0.0%
Q3 2021$90,000
-2.2%
490
-1.0%
0.05%
-3.6%
Q2 2021$92,000
-23.3%
495
-26.7%
0.06%
+1.9%
Q1 2021$120,000
-11.8%
675
-10.6%
0.05%
-43.2%
Q4 2020$136,000
+240.0%
755
+190.4%
0.10%
+163.9%
Q2 2020$40,0002600.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders