Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 78 filers reported holding ISHARES TR in Q2 2021. 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$694,467
-1.9%
28,9000.0%0.13%
+4.0%
Q2 2023$708,050
-1.8%
28,9000.0%0.12%0.0%
Q1 2023$720,766
+2.7%
28,9000.0%0.12%
+3.3%
Q4 2022$701,981
+2.0%
28,9000.0%0.12%
-7.0%
Q3 2022$688,000
-4.6%
28,9000.0%0.13%
-2.3%
Q2 2022$721,000
-5.3%
28,9000.0%0.13%
-2.9%
Q1 2022$761,000
-7.0%
28,9000.0%0.14%
-11.7%
Q4 2021$818,000
-1.2%
28,9000.0%0.15%
-9.9%
Q3 2021$828,000
-0.8%
28,9000.0%0.17%
-3.4%
Q2 2021$835,000
+619.8%
28,900
+604.9%
0.18%
+532.1%
Q1 2021$116,000
-4.1%
4,1000.0%0.03%
-9.7%
Q4 2020$121,0004,1000.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 155,783$4,088,0004.40%
Signature Wealth Management Group 76,901$2,018,0001.77%
Motley Fool Wealth Management, LLC 514,103$13,490,0000.97%
Timber Creek Capital Management LLC 48,765$1,279,0000.93%
Avestar Capital, LLC 32,238$846,0000.46%
BENJAMIN EDWARDS INC 12,869$338,0000.35%
Peloton Wealth Strategists 16,000$420,0000.34%
BENJAMIN F. EDWARDS & COMPANY, INC. 128,038$3,360,0000.29%
Wealth Advisory Solutions, LLC 31,867$836,0000.28%
HMS Capital Management, LLC 10,834$284,0000.28%
View complete list of ISHARES TR shareholders