Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 104 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$122,000
+27.1%
520
-1.3%
0.04%
+12.1%
Q1 2020$96,000
-18.6%
527
-6.2%
0.03%0.0%
Q4 2019$118,000
+26.9%
562
+11.3%
0.03%
+22.2%
Q3 2019$93,000
+19.2%
505
+15.3%
0.03%
+17.4%
Q2 2019$78,000
-1.3%
438
-4.8%
0.02%
-8.0%
Q1 2019$79,000
+49.1%
460
+25.3%
0.02%
+38.9%
Q4 2018$53,000
+15.2%
367
+41.2%
0.02%
+28.6%
Q3 2018$46,000
+7.0%
2600.0%0.01%0.0%
Q2 2018$43,000
+4.9%
2600.0%0.01%
+7.7%
Q1 2018$41,000
+2.5%
2600.0%0.01%
+8.3%
Q4 2017$40,000
+8.1%
2600.0%0.01%
-7.7%
Q3 2017$37,000
+8.8%
2600.0%0.01%
-7.1%
Q2 2017$34,000
+6.2%
2600.0%0.01%
-39.1%
Q1 2017$32,000
+10.3%
2600.0%0.02%
+4.5%
Q4 2016$29,000
+16.0%
2600.0%0.02%
+10.0%
Q3 2016$25,0000.0%2600.0%0.02%
+11.1%
Q2 2016$25,000
-3.8%
2600.0%0.02%0.0%
Q1 2016$26,000
+4.0%
2600.0%0.02%
-5.3%
Q4 2015$25,0002600.02%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders