Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 93 filers reported holding ISHARES TR in Q3 2019. 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
Q1 2020$010.0%0.00%
Q4 2019$010.0%0.00%
Q3 2019$0
-100.0%
1
-93.8%
0.00%
-100.0%
Q2 2019$4,0000.0%160.0%0.00%0.0%
Q1 2019$4,000
+33.3%
160.0%0.00%0.0%
Q4 2018$3,000
-25.0%
160.0%0.00%0.0%
Q3 2018$4,0000.0%160.0%0.00%0.0%
Q2 2018$4,000
+33.3%
160.0%0.00%0.0%
Q1 2018$3,0000.0%160.0%0.00%0.0%
Q4 2017$3,0000.0%160.0%0.00%0.0%
Q3 2017$3,0000.0%160.0%0.00%0.0%
Q2 2017$3,0000.0%160.0%0.00%
-50.0%
Q1 2017$3,0000.0%160.0%0.00%0.0%
Q4 2016$3,000
+50.0%
160.0%0.00%0.0%
Q3 2016$2,0000.0%160.0%0.00%
+100.0%
Q2 2016$2,000
-50.0%
16
-30.4%
0.00%
-66.7%
Q1 2016$4,0000.0%230.0%0.00%0.0%
Q4 2015$4,000230.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders