Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,0000.0%260.0%0.00%0.0%
Q2 2022$2,000
-50.0%
26
-35.0%
0.00%0.0%
Q3 2021$4,0000.0%400.0%0.00%0.0%
Q2 2021$4,0000.0%400.0%0.00%0.0%
Q1 2021$4,000
+33.3%
400.0%0.00%0.0%
Q4 2020$3,000
+50.0%
40
+100.0%
0.00%0.0%
Q3 2020$2,0000.0%200.0%0.00%0.0%
Q2 2020$2,000
-60.0%
20
-58.3%
0.00%
-50.0%
Q1 2020$5,000
-37.5%
480.0%0.00%
-33.3%
Q4 2019$8,000
+14.3%
480.0%0.00%0.0%
Q3 2019$7,0000.0%480.0%0.00%0.0%
Q2 2019$7,000
+250.0%
48
+269.2%
0.00%
+200.0%
Q1 2019$2,0000.0%130.0%0.00%0.0%
Q4 2018$2,000130.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders