Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 290 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$10,000
+25.0%
860.0%0.00%0.0%
Q1 2020$8,000
-42.9%
860.0%0.00%
-25.0%
Q4 2019$14,000
+16.7%
860.0%0.00%
+33.3%
Q3 2019$12,0000.0%860.0%0.00%
-25.0%
Q2 2019$12,000
-83.3%
86
-82.5%
0.00%
-81.8%
Q1 2019$72,000
+10.8%
4910.0%0.02%0.0%
Q4 2018$65,000
-20.7%
4910.0%0.02%
-8.3%
Q3 2018$82,000
-2.4%
491
-4.3%
0.02%
-11.1%
Q2 2018$84,000
+9.1%
5130.0%0.03%
+8.0%
Q1 2018$77,000
-2.5%
5130.0%0.02%
+4.2%
Q4 2017$79,000
+3.9%
5130.0%0.02%
-7.7%
Q3 2017$76,000
+5.6%
5130.0%0.03%
-10.3%
Q2 2017$72,000
+1.4%
5130.0%0.03%
-43.1%
Q1 2017$71,000
-1.4%
5130.0%0.05%
-7.3%
Q4 2016$72,000
-32.7%
513
-44.1%
0.06%
-35.3%
Q3 2016$107,0000.0%9180.0%0.08%
+9.0%
Q2 2016$107,000
-0.9%
918
-3.7%
0.08%
+4.0%
Q1 2016$108,000
+4.9%
9530.0%0.08%
-6.2%
Q4 2015$103,0009530.08%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders