Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$16,000
-5.9%
6000.0%0.01%0.0%
Q3 2020$17,0000.0%6000.0%0.01%
-16.7%
Q2 2020$17,0000.0%6000.0%0.01%
-14.3%
Q1 2020$17,000
-59.5%
600
-62.5%
0.01%
-53.3%
Q4 2019$42,000
-39.1%
1,600
-38.8%
0.02%
-42.3%
Q3 2019$69,000
+11.3%
2,614
+8.3%
0.03%
+4.0%
Q2 2019$62,000
+6100.0%
2,414
+7687.1%
0.02%
Q1 2019$1,0000.0%310.0%0.00%
Q4 2018$1,000310.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders