Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 400 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.64 and the average weighting 0.9%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$28,000
-44.0%
354
-40.9%
0.01%
-40.0%
Q2 2022$50,000
-34.2%
599
-21.6%
0.02%
-40.0%
Q3 2021$76,000
-1.3%
7640.0%0.02%
+19.0%
Q2 2021$77,000
+5.5%
7640.0%0.02%0.0%
Q1 2021$73,000
+5.8%
7640.0%0.02%0.0%
Q4 2020$69,000
+13.1%
7640.0%0.02%
+10.5%
Q3 2020$61,000
+8.9%
7640.0%0.02%
-5.0%
Q2 2020$56,000
+16.7%
7640.0%0.02%0.0%
Q1 2020$48,000
-21.3%
7640.0%0.02%
-9.1%
Q4 2019$61,000
+8.9%
7640.0%0.02%
+4.8%
Q3 2019$56,000
-1.8%
7640.0%0.02%
-8.7%
Q2 2019$57,000
+3.6%
7640.0%0.02%
-4.2%
Q1 2019$55,000
+44.7%
764
+27.5%
0.02%
+26.3%
Q4 2018$38,0005990.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Summit Rock Advisors, LP 369,001$21,808,00048.30%
ICONIQ Capital, LLC 2,257,788$133,435,00027.22%
BRANDYWINE MANAGERS, LLC 1,860,400$109,950,00024.60%
Sageworth Trust Co 1,773,773$104,830,00023.96%
Perella Weinberg Partners Capital Management LP 841,932$49,758,00014.48%
Parasol Investment Management, LLC 133,974$7,918,0008.24%
Cornerstone Advisors, Inc. 161,171$9,525,0008.03%
Gramercy Funds Management LLC 380,000$22,458,0007.80%
St. Louis Trust Co 249,107$14,722,0007.06%
SteelBridge Private Wealth Advisors LLC 27,920$1,650,0004.79%
View complete list of ISHARES TR shareholders