Lehman & Derafelo Financial Resources LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q2 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders