Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 559 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.71 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 Q2 2022
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders