Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 619 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$239,000
-7.4%
2,212
-17.6%
0.07%
-18.0%
Q1 2020$258,000
-26.1%
2,6840.0%0.09%
-9.2%
Q4 2019$349,000
+10.1%
2,684
+0.9%
0.10%
+6.5%
Q3 2019$317,000
+2.3%
2,6610.0%0.09%
-1.1%
Q2 2019$310,000
-4.6%
2,661
-7.8%
0.09%
-7.9%
Q1 2019$325,000
+16.1%
2,887
+4.4%
0.10%
+7.4%
Q4 2018$280,000
-11.4%
2,766
+2.1%
0.09%0.0%
Q3 2018$316,000
+3.9%
2,710
-1.2%
0.09%
-4.1%
Q2 2018$304,000
+23.6%
2,742
+21.4%
0.10%
+24.1%
Q1 2018$246,000
-4.7%
2,2580.0%0.08%
+1.3%
Q4 2017$258,000
+6.2%
2,2580.0%0.08%
-6.0%
Q3 2017$243,000
+2.5%
2,2580.0%0.08%
-13.5%
Q2 2017$237,000
+0.9%
2,2580.0%0.10%
-43.2%
Q1 2017$235,000
+2.6%
2,2580.0%0.17%
-2.9%
Q4 2016$229,000
-42.6%
2,258
-47.5%
0.17%
-45.1%
Q3 2016$399,0000.0%4,2980.0%0.32%
+9.3%
Q2 2016$399,000
+3.1%
4,2980.0%0.29%
+7.8%
Q1 2016$387,000
+1.6%
4,2980.0%0.27%
-9.1%
Q4 2015$381,0004,2980.30%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 505,763$58,956,00026.95%
Townsend & Associates, Inc 196,584$23,278,00017.76%
AMARILLO NATIONAL BANK 355,923$41,490,00016.60%
Regal Wealth Group, Inc. 154,176$17,972,00012.47%
MIRSKY FINANCIAL MANAGEMENT CORP. 137,509$16,029,00012.06%
Salomon & Ludwin, LLC 452,530$52,751,00010.66%
FINANCIAL LIFE ADVISORS 111,734$13,025,0008.63%
LVZ, Inc. 339,679$35,956,0008.15%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 86,608$10,092,0007.51%
PHH Investments, Ltd. 220,038$25,650,0007.32%
View complete list of ISHARES TR shareholders