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 ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders