Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 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 Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders