Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 307 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$477,000
-19.3%
17,072
-19.0%
0.15%
-28.1%
Q1 2020$591,000
+5.2%
21,073
-2.8%
0.20%
+29.3%
Q4 2019$562,000
+39.5%
21,674
+41.4%
0.16%
+34.2%
Q3 2019$403,000
+13.2%
15,329
+10.9%
0.12%
+10.4%
Q2 2019$356,000
+62.6%
13,821
+59.5%
0.11%
+55.9%
Q1 2019$219,000
+38.6%
8,667
+35.1%
0.07%
+28.3%
Q4 2018$158,000
-95.5%
6,413
-95.5%
0.05%
-94.9%
Q3 2018$3,500,000
-43.4%
143,814
-42.8%
1.04%
-47.7%
Q2 2018$6,188,000
-9.0%
251,277
-8.8%
1.99%
-9.3%
Q1 2018$6,802,000
-14.6%
275,512
-13.2%
2.19%
-9.4%
Q4 2017$7,963,000
+11.5%
317,522
+12.2%
2.42%
-1.4%
Q3 2017$7,140,000
+24.5%
282,894
+24.6%
2.45%
+5.5%
Q2 2017$5,737,000227,1122.33%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders