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 ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders