Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 70 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$13,000
-13.3%
580.0%0.01%0.0%
Q4 2019$15,000
+7.1%
580.0%0.01%0.0%
Q3 2019$14,000
-6.7%
580.0%0.01%
-16.7%
Q2 2019$15,000
+7.1%
580.0%0.01%0.0%
Q1 2019$14,000
+27.3%
580.0%0.01%
+20.0%
Q4 2018$11,000580.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 94,001$14,716,0009.96%
Summit Asset Management, LLC 61,175$9,577,0006.92%
Courage Miller Partners, LLC 17,484$2,737,0002.26%
US FINANCIAL ADVISORS, LLC 7,876$1,233,0001.10%
M Holdings Securities, Inc. 7,540$1,180,0000.76%
Neumann Capital Management, LLC 6,056$948,0000.62%
MSI Financial Services Inc 22,252$3,484,0000.38%
GHP Investment Advisors, Inc. 6,167$966,0000.27%
Investors Capital Advisory Services 2,734$428,0000.08%
Sigma Planning Corp 3,761$589,0000.08%
View complete list of ISHARES TR shareholders