Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$16,000
+220.0%
248
+1027.3%
0.00%
+100.0%
Q2 2020$5,000
-97.4%
22
-97.8%
0.00%
-96.7%
Q4 2019$192,000
+11.0%
992
+3.4%
0.03%
+3.4%
Q3 2019$173,000
+0.6%
9590.0%0.03%
-3.3%
Q2 2019$172,000
-6.0%
959
-9.5%
0.03%
-11.8%
Q1 2019$183,000
+14.4%
1,0600.0%0.03%0.0%
Q4 2018$160,000
-45.2%
1,060
-35.8%
0.03%
-42.4%
Q3 2018$292,000
+9.0%
1,6500.0%0.06%0.0%
Q2 2018$268,000
+4.7%
1,6500.0%0.06%
-1.7%
Q1 2018$256,000
+1.6%
1,6500.0%0.06%
-15.5%
Q4 2017$252,000
+6.3%
1,6500.0%0.07%
-2.7%
Q3 2017$237,000
+4.9%
1,6500.0%0.07%
-1.4%
Q2 2017$226,000
+4.1%
1,6500.0%0.07%
+12.1%
Q1 2017$217,000
+68.2%
1,650
+55.7%
0.07%
+57.1%
Q4 2016$129,0000.0%1,0600.0%0.04%
+10.5%
Q3 2016$129,000
+4.0%
1,0600.0%0.04%
+5.6%
Q2 2016$124,000
+0.8%
1,0600.0%0.04%
-2.7%
Q1 2016$123,0001,0600.04%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 175,092$13,1494.80%
Dentgroup LLC 19,780$1,485,5091.32%
Baron Wealth Management LLC 31,276$2,348,8651.29%
First Financial Bank - Trust Division 105,221$7,902,1910.80%
Bromfield Sneider Wealth Advisors 15,274$1,147,1090.78%
Montecito Bank & Trust 26,289$1,974,3040.42%
WealthPLAN Partners, LLC 52,713$3,958,7640.41%
Riverwater Partners LLC 2,750$206,5250.16%
High Net Worth Advisory Group LLC 4,000$300,4000.11%
Founders Capital Management 1,389$104,3140.08%
View complete list of ISHARES TR shareholders