Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$264,0000.0%10,1830.0%0.05%
+2.1%
Q2 2022$264,0000.0%10,1830.0%0.05%
+2.1%
Q1 2022$264,000
-0.4%
10,1830.0%0.05%
-6.0%
Q4 2021$265,000
-0.7%
10,1830.0%0.05%
-9.1%
Q3 2021$267,0000.0%10,1830.0%0.06%
-3.5%
Q2 2021$267,000
-0.4%
10,1830.0%0.06%
-10.9%
Q1 2021$268,0000.0%10,1830.0%0.06%
-8.6%
Q4 2020$268,000
-0.7%
10,1830.0%0.07%
-6.7%
Q3 2020$270,000
+0.4%
10,1830.0%0.08%0.0%
Q2 2020$269,000
+1.5%
10,1830.0%0.08%
-14.8%
Q1 2020$265,000
-0.4%
10,1830.0%0.09%
+54.4%
Q4 2019$266,0000.0%10,1830.0%0.06%
-5.0%
Q3 2019$266,0000.0%10,1830.0%0.06%0.0%
Q2 2019$266,000
+0.8%
10,1830.0%0.06%
-3.2%
Q1 2019$264,000
+1.1%
10,1830.0%0.06%
-11.4%
Q4 2018$261,000
+0.8%
10,1830.0%0.07%
+9.4%
Q3 2018$259,000
-0.4%
10,1830.0%0.06%
+4.9%
Q2 2018$260,00010,1830.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 213,809$5,546,0001.44%
Fusion Family Wealth LLC 199,246$5,168,0001.43%
MANAGED ACCOUNT SERVICES INC 61,326$1,587,0000.89%
Paulson Wealth Management Inc. 31,732$823,0000.62%
Ferris Capital, LLC 63,169$1,639,0000.60%
Fieldpoint Private Securities, LLC 54,850$1,423,0000.59%
AllSquare Wealth Management LLC 29,290$760,0000.57%
LEAVELL INVESTMENT MANAGEMENT, INC. 181,970$4,720,0000.53%
Guidance Point Advisors, LLC 33,149$859,0000.51%
Roof Eidam Maycock Peralta, LLC 45,575$1,182,0000.47%
View complete list of ISHARES TR shareholders