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

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 600 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,576,273
-4.8%
16,264
-4.2%
1.10%
-0.6%
Q2 2023$1,656,437
-8.1%
16,972
-6.5%
1.11%
-11.6%
Q1 2023$1,801,895
-6.4%
18,159
-8.5%
1.26%
-13.0%
Q4 2022$1,925,216
-6.4%
19,856
-7.2%
1.44%
-10.7%
Q3 2022$2,057,000
-2.0%
21,406
+3.5%
1.62%
+9.0%
Q2 2022$2,098,00020,6861.48%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders