Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 118 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,045
-3.9%
1800.0%0.01%0.0%
Q2 2023$28,151
-79.4%
180
-80.5%
0.01%
-78.3%
Q1 2023$136,549
+7.1%
9230.0%0.02%
+4.5%
Q4 2022$127,508
-68.0%
923
-70.6%
0.02%
-70.3%
Q3 2022$398,000
-7.4%
3,1440.0%0.07%
-6.3%
Q2 2022$430,000
+76.2%
3,144
+110.4%
0.08%
+79.5%
Q1 2022$244,000
+1.2%
1,494
+7.9%
0.04%
-2.2%
Q4 2021$241,000
+6.2%
1,3840.0%0.04%
-4.3%
Q3 2021$227,000
-1.3%
1,3840.0%0.05%
-4.1%
Q2 2021$230,000
+54.4%
1,384
+45.1%
0.05%
+40.0%
Q1 2021$149,000
+7.2%
954
+2.1%
0.04%
-2.8%
Q4 2020$139,000
+892.9%
934
+789.5%
0.04%
+800.0%
Q3 2020$14,000
+7.7%
1050.0%0.00%0.0%
Q2 2020$13,000
+62.5%
105
+31.2%
0.00%
+33.3%
Q1 2020$8,000
-20.0%
800.0%0.00%
+50.0%
Q4 2019$10,000800.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Investure, LLC 304,315$45,279,0006.57%
University of Maryland Foundation, Inc. 10,000$1,488,0002.06%
BSW Wealth Partners 27,883$4,149,0001.28%
Ground Swell Capital, LLC 1,504$224,0000.86%
Stonehearth Capital Management, LLC 10,124$1,506,0000.85%
Bond & Devick Financial Network, Inc. 4,072$606,0000.69%
TIEDEMANN ADVISORS, LLC 48,596$7,231,0000.35%
Concord Wealth Partners 2,939$437,0000.34%
Personal Wealth Partners 3,677$547,0000.26%
Mandatum Life Insurance Co Ltd 7,500$1,116,0000.23%
View complete list of ISHARES TR shareholders