Lenox Wealth Management, Inc. - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 132 filers reported holding ISHARES U S ETF TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2020$50,000
-62.7%
1,015
-63.4%
0.02%
-67.4%
Q1 2020$134,000
+47.3%
2,770
+52.3%
0.05%
+84.0%
Q4 2019$91,000
-36.4%
1,819
-36.2%
0.02%
-40.5%
Q3 2019$143,000
-3.4%
2,849
-3.2%
0.04%
-4.5%
Q2 2019$148,000
+48.0%
2,944
+48.2%
0.04%
+41.9%
Q1 2019$100,000
+233.3%
1,987
+56.3%
0.03%
+210.0%
Q4 2018$30,000
-96.9%
1,271
-93.4%
0.01%
-96.8%
Q2 2018$968,000
+431.9%
19,297
+430.6%
0.31%
+427.1%
Q1 2018$182,000
+857.9%
3,637
+835.0%
0.06%
+883.3%
Q4 2017$19,000
-5.0%
389
-4.0%
0.01%
-14.3%
Q3 2017$20,000
+11.1%
405
+10.4%
0.01%0.0%
Q2 2017$18,0003670.01%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2017
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders