Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 819 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.34 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$23,000
-8.0%
1830.0%0.01%
-12.5%
Q2 2022$25,000
-3.8%
183
+0.5%
0.01%0.0%
Q3 2021$26,000
-3.7%
1820.0%0.01%
+14.3%
Q2 2021$27,000
+3.8%
1820.0%0.01%0.0%
Q1 2021$26,000
+13.0%
1820.0%0.01%0.0%
Q4 2020$23,000
+15.0%
1820.0%0.01%
+16.7%
Q3 2020$20,0000.0%1820.0%0.01%
-14.3%
Q2 2020$20,000
+400.0%
182
+378.9%
0.01%
+250.0%
Q1 2020$4,000
-20.0%
380.0%0.00%0.0%
Q4 2019$5,0000.0%380.0%0.00%0.0%
Q3 2019$5,000
+25.0%
380.0%0.00%0.0%
Q2 2019$4,0000.0%380.0%0.00%0.0%
Q1 2019$4,0000.0%380.0%0.00%0.0%
Q4 2018$4,000380.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders