Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

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 Q3 2021
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders