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 ↓
BANTA ASSET MANAGEMENT LP 185,056$6,816,00016.74%
FUKOKU MUTUAL LIFE INSURANCE Co 1,135,000$41,802,0008.42%
IMA Wealth, Inc. 331,842$12,222,0005.81%
Tactical Allocation Group LLC 404,402$14,888,0005.42%
ICONIQ Capital, LLC 284,291$10,470,0005.36%
Efficient Market Advisors, LLC 492,199$18,128,0005.36%
Jaffetilchin Investment Partners, LLC 265,547$9,780,0004.82%
Camarda Financial Advisors, LLC 143,072$5,269,0004.29%
Windsor Capital Management, LLC 183,219$6,748,0003.96%
BRAVE ASSET MANAGEMENT INC 128,155$4,720,0003.78%
View complete list of ISHARES TR shareholders