Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 368 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,0000.0%730.0%0.00%0.0%
Q2 2022$3,000
-25.0%
730.0%0.00%0.0%
Q3 2021$4,0000.0%73
+508.3%
0.00%0.0%
Q2 2021$4,0000.0%120.0%0.00%0.0%
Q1 2021$4,0000.0%120.0%0.00%0.0%
Q4 2020$4,000
+33.3%
120.0%0.00%0.0%
Q3 2020$3,0000.0%120.0%0.00%0.0%
Q2 2020$3,000120.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders