Lucia Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$253,000
-56.3%
12,467
-41.8%
0.08%
-52.8%
Q4 2019$579,000
-18.2%
21,406
-22.9%
0.18%
-24.6%
Q3 2019$708,000
-12.4%
27,751
-9.8%
0.24%
-15.1%
Q2 2019$808,000
-6.9%
30,770
-6.7%
0.28%
-6.7%
Q1 2019$868,000
+29.7%
32,977
+16.8%
0.30%
-5.4%
Q4 2018$669,000
-36.4%
28,223
-24.6%
0.32%
-4.0%
Q3 2018$1,052,00037,4520.33%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders