Lucia Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 269 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$223,000
+0.5%
4,4000.0%0.05%
-11.9%
Q2 2020$222,000
+0.9%
4,4000.0%0.06%
-19.2%
Q1 2020$220,000
-0.5%
4,4000.0%0.07%
+7.4%
Q4 2019$221,0004,4000.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,446,126$72,523,00019.71%
Tempus Wealth Planning, LLC 266,781$13,379,0009.51%
Eagle Bay Advisors LLC 214,191$10,741,0008.76%
Summit Wealth Group, LLC 166,642$8,357,0008.75%
SUN LIFE FINANCIAL INC 3,422,000$171,613,0007.93%
Winthrop Advisory Group LLC 708,761$35,544,0007.41%
Snider Financial Group 269,300$13,505,0006.14%
Roble, Belko & Company, Inc 590,181$29,598,0005.63%
SVB WEALTH LLC 7,787,019$390,519,0005.23%
SWM Advisors 130,586$6,549,0005.14%
View complete list of ISHARES TR shareholders