Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 36 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,000
-25.0%
540.0%0.00%0.0%
Q2 2022$4,0000.0%540.0%0.00%0.0%
Q3 2021$4,0000.0%540.0%0.00%0.0%
Q2 2021$4,0000.0%540.0%0.00%0.0%
Q1 2021$4,000
-20.0%
540.0%0.00%0.0%
Q4 2020$5,000
+25.0%
540.0%0.00%0.0%
Q3 2020$4,0000.0%540.0%0.00%0.0%
Q2 2020$4,0000.0%540.0%0.00%
-50.0%
Q1 2020$4,0000.0%540.0%0.00%
+100.0%
Q4 2019$4,0000.0%540.0%0.00%
-50.0%
Q3 2019$4,0000.0%540.0%0.00%0.0%
Q2 2019$4,0000.0%540.0%0.00%0.0%
Q1 2019$4,0000.0%540.0%0.00%0.0%
Q4 2018$4,000540.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Family Firm, Inc. 12,217$976,0000.34%
Full Sail Capital, LLC 12,615$999,0000.28%
Maxim Capital Management LLC 3,468$277,0000.26%
Courage Miller Partners, LLC 5,398$431,0000.24%
Regal Investment Advisors LLC 9,357$748,0000.15%
Evanson Asset Management, LLC 8,680$694,0000.14%
WealthShield Partners, LLC 1,455$116,0000.07%
St. James Investment Company, LLC 5,290$423,0000.04%
HUSSMAN STRATEGIC ADVISORS, INC. 1,000$80,0000.02%
Crossmark Global Holdings, Inc. 8,460$676,0000.02%
View complete list of ISHARES TR shareholders