Lucia Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 93 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$123,000
-0.8%
1,087
-1.5%
0.04%
-27.6%
Q4 2018$124,000
-64.1%
1,103
-64.6%
0.06%
-45.8%
Q3 2018$345,000
-32.5%
3,114
-32.1%
0.11%
-52.2%
Q2 2018$511,000
-86.3%
4,588
-86.2%
0.22%
-81.5%
Q1 2018$3,737,000
+490.4%
33,353
+495.9%
1.21%
+333.2%
Q4 2017$633,0005,5970.28%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders