Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 344 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,000
-20.0%
600.0%0.00%
-50.0%
Q2 2022$5,000
-16.7%
600.0%0.00%0.0%
Q3 2021$6,0000.0%600.0%0.00%0.0%
Q2 2021$6,000
+20.0%
600.0%0.00%
+100.0%
Q1 2021$5,0000.0%600.0%0.00%0.0%
Q4 2020$5,0000.0%60
+300.0%
0.00%
-50.0%
Q3 2020$5,000
+25.0%
150.0%0.00%
+100.0%
Q2 2020$4,000
+33.3%
150.0%0.00%0.0%
Q1 2020$3,000
-95.7%
15
-95.0%
0.00%
-96.0%
Q4 2019$70,000
+12.9%
3030.0%0.02%
+4.2%
Q3 2019$62,0000.0%3030.0%0.02%
-4.0%
Q2 2019$62,000
+6.9%
3030.0%0.02%0.0%
Q1 2019$58,000
+20.8%
3030.0%0.02%
+4.2%
Q4 2018$48,0003030.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Pinnacle Advisory Group, Inc. 426,406$84,382,0005.84%
MONROE BANK & TRUST/MI 73,780$14,600,0004.89%
Quantitative Advantage, LLC 64,686$12,801,0003.55%
SPC Financial, Inc. 86,610$17,139,0003.45%
Fulcrum Equity Management 24,878$4,971,0002.37%
New Potomac Partners, LLC 10,047$1,988,0002.02%
WealthBridge Capital Management, LLC 13,625$2,179,0001.99%
Stillwater Capital Advisors, LLC 39,392$7,795,0001.93%
HOWARD CAPITAL MANAGEMENT 69,665$13,786,0001.88%
FIRST UNITED BANK & TRUST 12,344$2,443,0001.44%
View complete list of ISHARES TR shareholders