Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 285 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$88,000
-11.1%
2,2000.0%0.03%
-9.7%
Q2 2022$99,000
-18.9%
2,2000.0%0.03%
-22.5%
Q3 2021$122,000
-3.9%
2,2000.0%0.04%
+14.3%
Q2 2021$127,000
+5.0%
2,2000.0%0.04%
+2.9%
Q1 2021$121,000
+3.4%
2,2000.0%0.03%
-2.9%
Q4 2020$117,000
+15.8%
2,2000.0%0.04%
+9.4%
Q3 2020$101,000
+6.3%
2,2000.0%0.03%
-3.0%
Q2 2020$95,000
+14.5%
2,2000.0%0.03%
-5.7%
Q1 2020$83,000
-23.1%
2,2000.0%0.04%
-10.3%
Q4 2019$108,000
+6.9%
2,2000.0%0.04%0.0%
Q3 2019$101,000
-2.9%
2,2000.0%0.04%
-7.1%
Q2 2019$104,000
+2.0%
2,2000.0%0.04%
-4.5%
Q1 2019$102,000
+10.9%
2,2000.0%0.04%
-4.3%
Q4 2018$92,0002,2000.05%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders