Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 109 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lehman & Derafelo Financial Resources LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$168,000
-10.6%
8,0000.0%0.05%
-8.6%
Q2 2022$188,000
-14.9%
8,0000.0%0.06%
-4.9%
Q1 2022$221,000
-4.3%
8,0000.0%0.06%
-12.9%
Q4 2021$231,000
-0.4%
8,0000.0%0.07%
-6.7%
Q3 2021$232,000
-3.3%
8,0000.0%0.08%
+13.6%
Q2 2021$240,000
+4.3%
8,0000.0%0.07%
+1.5%
Q1 2021$230,000
+6.0%
8,0000.0%0.06%0.0%
Q4 2020$217,000
+11.9%
8,0000.0%0.06%
+4.8%
Q3 2020$194,000
+6.0%
8,0000.0%0.06%
-3.1%
Q2 2020$183,000
+13.0%
8,0000.0%0.06%
-4.5%
Q1 2020$162,000
-25.0%
8,0000.0%0.07%
-14.1%
Q4 2019$216,000
+5.9%
8,0000.0%0.08%0.0%
Q3 2019$204,000
-3.3%
8,0000.0%0.08%
-9.3%
Q2 2019$211,0000.0%8,0000.0%0.09%
-5.5%
Q1 2019$211,000
+11.1%
8,0000.0%0.09%
-3.2%
Q4 2018$190,0008,0000.09%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
MERIDIAN MANAGEMENT CO 783,223$19,972,0008.92%
Strategic Financial Services, Inc, 2,597,556$66,238,0008.46%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 992,303$25,314,0006.90%
BALASA DINVERNO & FOLTZ LLC 2,149,152$54,803,0006.35%
Strategic Wealth Management Group, LLC 254,786$6,497,0004.67%
FOSTER & MOTLEY INC 1,171,227$29,866,0004.07%
Integrated Wealth Concepts LLC 1,410,286$35,962,0004.04%
Clearwater Capital Advisors, LLC 805,971$20,552,0003.63%
Cribstone Capital Management, LLC 209,650$5,346,0003.23%
RHS Financial, LLC 95,882$2,445,0002.88%
View complete list of ISHARES TR shareholders