Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 450 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,939,385
+31.5%
18,605
+15.2%
0.58%
+23.7%
Q3 2022$1,475,000
-9.1%
16,1550.0%0.46%
-7.4%
Q2 2022$1,622,000
-6.1%
16,1550.0%0.50%
+4.6%
Q1 2022$1,727,000
+5.9%
16,1550.0%0.48%
-2.6%
Q4 2021$1,631,000
+7.1%
16,1550.0%0.49%
-0.4%
Q3 2021$1,523,000
-2.3%
16,1550.0%0.50%
+16.2%
Q2 2021$1,559,000
+0.1%
16,155
-1.6%
0.43%
-2.7%
Q1 2021$1,558,000
+2.0%
16,415
-5.7%
0.44%
-4.2%
Q4 2020$1,527,000
+8.9%
17,4150.0%0.46%
+2.5%
Q3 2020$1,402,000
-6.2%
17,415
-5.4%
0.45%
-14.6%
Q2 2020$1,494,000
+7.7%
18,415
-5.0%
0.52%
-9.5%
Q1 2020$1,387,000
-28.2%
19,381
-1.7%
0.58%
-16.9%
Q4 2019$1,933,000
+4.1%
19,709
+0.0%
0.69%
-2.3%
Q3 2019$1,856,000
-1.5%
19,706
+0.0%
0.71%
-7.6%
Q2 2019$1,884,000
+7.8%
19,703
+5.2%
0.77%
+1.9%
Q1 2019$1,747,000
+13.1%
18,726
+2.3%
0.75%
-1.8%
Q4 2018$1,544,00018,3030.77%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders