Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 311 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2019
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,416,111$178,560,00012.61%
TLWM 451,528$23,598,0008.23%
GERMAN AMERICAN BANCORP, INC. 1,022,881$53,466,0007.81%
SIMON QUICK ADVISORS, LLC 326,687$17,076,0004.84%
CUMBERLAND ADVISORS INC 318,340$16,640,0003.86%
GM Advisory Group, LLC 605,163$31,632,0003.76%
Surevest, LLC 292,837$15,307,0003.69%
Legacy Private Trust Co. 900,266$47,057,0003.65%
Dentgroup LLC 65,737$3,436,0003.31%
Cadence Bank 453,240$23,691,0002.95%
View complete list of ISHARES TR shareholders