Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q4 2023
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders