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 ↓
Smith & Howard Wealth Management, LLC 633,447$29,310,00014.44%
TLWM 423,360$19,588,00011.00%
GERMAN AMERICAN BANCORP, INC. 705,910$32,662,0009.66%
HARVEST CAPITAL MANAGEMENT INC 490,260$22,684,0007.22%
AMG National Trust Bank 2,184,617$101,082,0006.23%
Advisory Resource Group 225,735$10,273,0005.73%
Johnson Financial Group, Inc. 1,173,378$54,292,0004.82%
Tolleson Wealth Management, Inc. 139,523$6,456,0004.47%
Capital Investment Advisors, LLC 1,516,263$70,157,0004.09%
Goelzer Investment Management, Inc. 863,417$39,950,0003.78%
View complete list of ISHARES TR shareholders