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 ↓
Morningstar Investment Services LLC 146,604$14,015,0001.22%
Regal Investment Advisors LLC 20,373$1,940,0001.13%
FCA CORP /TX 19,602$1,867,0001.11%
KANALY TRUST CO 39,565$3,768,0001.08%
Courage Miller Partners, LLC 4,454$424,0000.35%
Twele Capital Management, Inc. 5,700$543,0000.18%
BUCKINGHAM STRATEGIC WEALTH, LLC 3,500$333,0000.18%
SALEM INVESTMENT COUNSELORS INC 11,700$1,114,0000.16%
Laird Norton Wetherby Wealth Management, LLC 3,603$343,0000.11%
Commonwealth Equity Services, Inc 25,723$2,450,0000.04%
View complete list of ISHARES TR shareholders