Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 150 filers reported holding ISHARES TR in Q4 2017. 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 Q4 2017
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders