Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 471 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

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 Q4 2018
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders