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 ↓
Capital Directions Investment Advisors, LLC 184,367$32,214,00011.46%
Perkins Coie Trust Co 45,137$7,887,0005.00%
FIRST MERCHANTS CORP 84,606$14,783,0004.74%
LVZ, Inc. 60,209$10,520,0004.32%
Ifrah Financial Services, Inc. 57,948$10,125,0004.03%
Capital Advisors, Ltd. LLC 52,045$9,094,0004.00%
1834 INVESTMENT ADVISORS CO 96,292$16,825,0003.65%
Main Management LLC 100,384$17,540,0003.45%
HMS Capital Management, LLC 18,963$3,313,0003.30%
WealthTrust Fairport, LLC 138,745$24,243,0002.98%
View complete list of ISHARES TR shareholders