Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

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 Q2 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders