Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 32 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q3 2019
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 80,505$6,291,0000.55%
Family Firm, Inc. 15,020$1,174,0000.30%
Beaird Harris Wealth Management, LLC 7,585$593,0000.22%
WISCONSIN CAPITAL MANAGEMENT LLC 5,739$449,0000.18%
Courage Miller Partners, LLC 5,808$454,0000.17%
Karp Capital Management Corp 17,313$1,353,0000.17%
Evanson Asset Management, LLC 6,293$492,0000.04%
Bank Julius Baer & Co. Ltd, Zurich 97,159$7,596,0000.04%
FLOW TRADERS U.S. LLC 12,034$940,0000.02%
AE Wealth Management LLC 27,193$2,125,0000.02%
View complete list of ISHARES TR shareholders