Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 134 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$11,000
-31.2%
800.0%0.01%
-16.7%
Q4 2019$16,000
+6.7%
800.0%0.01%0.0%
Q3 2019$15,0000.0%800.0%0.01%0.0%
Q2 2019$15,0000.0%800.0%0.01%0.0%
Q1 2019$15,000
+15.4%
800.0%0.01%0.0%
Q4 2018$13,000800.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 30,105$5,637,0003.45%
STRATEGIC WEALTH MANAGEMENT INC 18,277$3,418,0002.89%
TOTH FINANCIAL ADVISORY CORP 44,238$8,274,0002.01%
Clarus Wealth Advisors 6,888$1,288,0001.19%
Sage Capital Advisors,llc 6,009$1,124,0000.80%
FIRST UNITED BANK & TRUST 4,419$826,0000.54%
NVWM, LLC 3,935$721,0000.52%
BAROMETER CAPITAL MANAGEMENT INC. 32,700$6,116,0000.52%
CHARTIST INC /CA/ 5,553$1,038,627,0000.49%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,064$63,602,0000.48%
View complete list of ISHARES TR shareholders