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. 9,025,000$308,926,00030.49%
PROTECTIVE LIFE CORP 845,415$32,489,00029.78%
Bramshill Investments, LLC 3,578,610$122,460,00019.30%
CNO Financial Group, Inc. 895,900$30,667,00016.76%
Foundations Investment Advisors, LLC 1,123,342$40,283,0008.52%
Intersect Capital LLC 454,391$15,554,0007.45%
MD Financial Management Inc. 3,481,179$119,161,0005.94%
Sepio Capital, LP 1,109,124$78,139,0005.68%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$38,851,0005.40%
CABANA LLC 717,345$24,555,0005.16%
View complete list of ISHARES TR shareholders