Lucia Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 705 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 13.03 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$32,000
-15.8%
1,0000.0%0.01%
-8.3%
Q4 2019$38,0000.0%1,0000.0%0.01%
-7.7%
Q3 2019$38,000
-53.7%
1,000
-54.9%
0.01%
-53.6%
Q2 2019$82,000
-21.2%
2,215
-22.0%
0.03%
-22.2%
Q1 2019$104,000
-7.1%
2,839
-13.1%
0.04%
-32.1%
Q4 2018$112,000
+194.7%
3,266
+218.0%
0.05%
+341.7%
Q3 2018$38,000
-2.6%
1,0270.0%0.01%
-29.4%
Q2 2018$39,0001,0270.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders