Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$450,845
-55.3%
18,500
-55.8%
0.08%
-55.6%
Q3 2022$1,009,000
-2.3%
41,8210.0%0.19%
-0.5%
Q2 2022$1,033,000
-2.2%
41,8210.0%0.19%
+0.5%
Q1 2022$1,056,000
+46.9%
41,821
+53.6%
0.19%
+40.0%
Q4 2021$719,000
-1.6%
27,2210.0%0.14%
-10.6%
Q3 2021$731,000
-0.5%
27,2210.0%0.15%
-3.2%
Q2 2021$735,000
+0.7%
27,2210.0%0.16%
-9.8%
Q1 2021$730,000
-2.0%
27,2210.0%0.17%
-10.4%
Q4 2020$745,000
+0.8%
27,2210.0%0.19%
-6.3%
Q3 2020$739,000
+0.7%
27,2210.0%0.21%
+1.0%
Q2 2020$734,000
+7.9%
27,2210.0%0.20%
-9.7%
Q1 2020$680,000
-3.7%
27,2210.0%0.23%
+47.7%
Q4 2019$706,000
+0.3%
27,2210.0%0.15%
-3.2%
Q3 2019$704,000
+1.0%
27,2210.0%0.16%
+0.6%
Q2 2019$697,000
+3.0%
27,2210.0%0.16%
-0.6%
Q1 2019$677,000
+5.5%
27,2210.0%0.16%
-8.1%
Q4 2018$642,000
-1.4%
27,2210.0%0.17%
+7.5%
Q3 2018$651,0000.0%27,2210.0%0.16%
+4.6%
Q2 2018$651,00027,2210.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 319,416$8,265,0004.25%
Gateway Advisory, LLC 282,327$7,307,0002.48%
CAPITAL ADVISORS INC/OK 1,772,633$45,397,0002.24%
Signature Wealth Management Group 112,353$2,908,0001.92%
Motley Fool Wealth Management, LLC 975,507$25,246,0001.67%
Day & Ennis, LLC 117,665$3,045,0001.57%
Capital Investment Advisors, LLC 1,065,165$27,566,0001.44%
Aptus Capital Advisors, LLC 811,145$20,935,0001.17%
SIGMA INVESTMENT COUNSELORS INC 374,538$9,693,0001.10%
Ranch Capital Advisors Inc. 36,679$949,0001.02%
View complete list of ISHARES TR shareholders