Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 286 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$656,000
-1.5%
26,9200.0%0.12%
+0.8%
Q2 2022$666,000
-1.5%
26,9200.0%0.12%
+0.8%
Q1 2022$676,000
-3.2%
26,9200.0%0.12%
-7.6%
Q4 2021$698,000
-1.4%
26,9200.0%0.13%
-10.3%
Q3 2021$708,000
-0.3%
26,9200.0%0.15%
-3.3%
Q2 2021$710,0000.0%26,9200.0%0.15%
-10.1%
Q1 2021$710,000
-0.8%
26,9200.0%0.17%
-9.7%
Q4 2020$716,000
+0.6%
26,9200.0%0.19%
-6.5%
Q3 2020$712,000
+0.3%
26,9200.0%0.20%
+1.0%
Q2 2020$710,000
+6.8%
26,9200.0%0.20%
-10.9%
Q1 2020$665,000
-3.9%
26,9200.0%0.22%
+48.3%
Q4 2019$692,0000.0%26,9200.0%0.15%
-4.5%
Q3 2019$692,000
+0.9%
26,9200.0%0.16%
+0.6%
Q2 2019$686,000
+2.4%
26,9200.0%0.16%
-1.3%
Q1 2019$670,000
+4.2%
26,9200.0%0.16%
-8.7%
Q4 2018$643,000
-0.9%
26,9200.0%0.17%
+7.5%
Q3 2018$649,000
+0.2%
26,9200.0%0.16%
+4.6%
Q2 2018$648,00026,9200.15%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 202,405$5,041,9144.18%
RVW Wealth, LLC 595,058$14,822,8981.63%
Capital Investment Advisors, LLC 376,459$9,377,6030.24%
Horizons Wealth Management 12,958$322,7840.21%
CGN Advisors LLC 53,542$1,333,7300.18%
TOMPKINS FINANCIAL CORP 21,590$537,8070.06%
Fragasso Group Inc. 8,767$218,3810.02%
Anchor Investment Management, LLC 3,334$83,0500.01%
Peoples Bank/KS 200$4,9800.00%
Bartlett & Co. LLC 5,125$1280.00%
View complete list of ISHARES TR shareholders