Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,000
-12.5%
1180.0%0.00%0.0%
Q2 2022$8,000
+100.0%
118
+110.7%
0.00%
+100.0%
Q3 2021$4,000
-20.0%
560.0%0.00%0.0%
Q2 2021$5,000
+25.0%
560.0%0.00%0.0%
Q1 2021$4,0000.0%560.0%0.00%0.0%
Q4 2020$4,000
+33.3%
56
+300.0%
0.00%0.0%
Q3 2020$3,0000.0%140.0%0.00%0.0%
Q2 2020$3,000
-50.0%
14
-58.8%
0.00%
-50.0%
Q1 2020$6,000
-25.0%
340.0%0.00%
-33.3%
Q4 2019$8,0000.0%340.0%0.00%0.0%
Q3 2019$8,0000.0%340.0%0.00%0.0%
Q2 2019$8,000
+700.0%
34
+466.7%
0.00%
Q1 2019$1,000
-85.7%
6
-82.9%
0.00%
-100.0%
Q4 2018$7,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders