Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 369 filers reported holding ISHARES TR in Q4 2018. 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$54,000
-8.5%
5900.0%0.02%
-5.6%
Q2 2022$59,000
-4.8%
5900.0%0.02%
-10.0%
Q3 2021$62,000
-4.6%
5900.0%0.02%
+11.1%
Q2 2021$65,000
+6.6%
5900.0%0.02%
+5.9%
Q1 2021$61,000
+8.9%
5900.0%0.02%0.0%
Q4 2020$56,000
+19.1%
590
+100.0%
0.02%
+13.3%
Q3 2020$47,000
-4.1%
2950.0%0.02%
-11.8%
Q2 2020$49,000
+16.7%
2950.0%0.02%0.0%
Q1 2020$42,000
-36.4%
2950.0%0.02%
-29.2%
Q4 2019$66,0000.0%2950.0%0.02%
-4.0%
Q3 2019$66,000
+4.8%
2950.0%0.02%
-3.8%
Q2 2019$63,000
+6.8%
2950.0%0.03%
+4.0%
Q1 2019$59,000
+15.7%
2950.0%0.02%0.0%
Q4 2018$51,0002950.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders