Lucia Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 92 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2018
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$319,3065.41%
Beaumont Capital Management, LLC 39,802$4,211,0833.04%
Great Diamond Partners, LLC 75,516$7,989,6532.16%
Capstone Triton Financial Group, LLC 27,469$2,906,2612.12%
Jaffetilchin Investment Partners, LLC 139,728$14,783,3311.63%
SIGNET FINANCIAL MANAGEMENT, LLC 87,952$9,305,3701.54%
RKL Wealth Management LLC 97,979$10,366,2681.27%
Renasant Bank 13,355$1,412,9691.19%
Measured Wealth Private Client Group, LLC 27,493$2,908,7651.17%
Executive Wealth Management, LLC 73,541$7,780,7600.81%
View complete list of ISHARES TR shareholders