Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 116 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$9,000
-43.8%
3070.0%0.00%
-33.3%
Q4 2019$16,000
+14.3%
3070.0%0.01%
+20.0%
Q3 2019$14,0000.0%3070.0%0.01%
-16.7%
Q2 2019$14,000
+7.7%
3070.0%0.01%0.0%
Q1 2019$13,000
+8.3%
3070.0%0.01%0.0%
Q4 2018$12,0003070.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders