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 ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders