Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 251 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$9,000
-10.0%
1500.0%0.00%0.0%
Q2 2022$10,000
-9.1%
1500.0%0.00%
-25.0%
Q3 2021$11,0000.0%1500.0%0.00%
+33.3%
Q2 2021$11,000
+10.0%
1500.0%0.00%0.0%
Q1 2021$10,000
+11.1%
1500.0%0.00%0.0%
Q4 2020$9,000
+12.5%
1500.0%0.00%0.0%
Q3 2020$8,0000.0%1500.0%0.00%0.0%
Q2 2020$8,000
+14.3%
1500.0%0.00%0.0%
Q1 2020$7,000
-22.2%
1500.0%0.00%0.0%
Q4 2019$9,0000.0%1500.0%0.00%0.0%
Q3 2019$9,0000.0%1500.0%0.00%
-25.0%
Q2 2019$9,000
+12.5%
1500.0%0.00%
+33.3%
Q1 2019$8,000
+14.3%
1500.0%0.00%0.0%
Q4 2018$7,0001500.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Family Firm, Inc. 266,735$33,080,00016.43%
ASPIRIANT, LLC 668,860$89,808,0008.48%
Geneva Partners, LLC 60,484$3,081,0002.76%
Financial Planning & Information Services, Inc. 36,262$4,869,0002.23%
Oliver Luxxe Assets LLC 13,729$1,843,0001.57%
Asset Management Group, Inc. 23,687$3,180,0001.38%
TRUE Private Wealth Advisors 30,191$4,053,0001.36%
Kalos Management, Inc. 9,616$1,291,0001.00%
Independence Trust CO 3,463$465,0000.72%
Barrington Strategic Wealth Management Group LLC 8,265$1,110,0000.64%
View complete list of ISHARES TR shareholders