Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 8 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$768,000
-43.5%
32,584
-43.4%
0.23%
-47.8%
Q2 2018$1,359,000
-10.9%
57,562
-9.2%
0.44%
-11.2%
Q1 2018$1,526,000
+152500.0%
63,427
+211323.3%
0.49%
Q4 2017$1,000300.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Gateway Advisory, LLC 1,042,513$23,978,0005.94%
PFG Private Wealth Management, LLC 289,107$6,649,0004.37%
Aptus Capital Advisors, LLC 6,309,515$145,119,0003.49%
4Thought Financial Group Inc. 151,758$3,490,0003.43%
Signature Wealth Management Group 216,552$4,981,0002.53%
Peloton Wealth Strategists 180,700$4,156,0002.16%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2,187,499$50,312,0002.16%
TLWM 131,928$4,600,0002.02%
Sound View Wealth Advisors Group, LLC 389,632$8,962,0002.01%
SIGMA INVESTMENT COUNSELORS INC 999,503$22,989,0001.96%
View complete list of ISHARES TR shareholders