Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 532 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,000
-71.4%
12
-74.5%
0.00%
-100.0%
Q4 2021$7,000
+250.0%
47
+291.7%
0.00%
Q3 2021$2,0000.0%120.0%0.00%
Q2 2021$2,0000.0%120.0%0.00%
Q1 2021$2,0000.0%120.0%0.00%
Q4 2020$2,000
-75.0%
12
-80.0%
0.00%
-100.0%
Q3 2020$8,000
+300.0%
60
+400.0%
0.00%
Q2 2020$2,000
+100.0%
120.0%0.00%
Q1 2020$1,000
-75.0%
12
-66.7%
0.00%
-100.0%
Q4 2019$4,000
+300.0%
36
+200.0%
0.00%
Q3 2019$1,0000.0%120.0%0.00%
Q2 2019$1,00012
+300.0%
0.00%
Q1 2019$030.0%0.00%
Q4 2018$030.0%0.00%
Q3 2018$030.0%0.00%
Q2 2018$0
-100.0%
3
-99.6%
0.00%
-100.0%
Q4 2017$72,000
+200.0%
672
+709.6%
0.02%
+185.7%
Q3 2016$24,000
+14.3%
830.0%0.01%
+16.7%
Q2 2016$21,000
-61.1%
83
-59.7%
0.01%
-62.5%
Q1 2016$54,000
+92.9%
206
+148.2%
0.02%
+77.8%
Q4 2015$28,000830.01%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Opus Point Partners Management, LLC 125,000$12,054,00026.53%
Opus Point Partners Management, LLC 85,000$8,197,00018.04%
TLP GROUP LLC 40,438$4,399,00016.17%
Avondale Wealth Management 99,089$9,555,0007.93%
Main Management LLC 398,987$38,474,0005.88%
Main Management ETF Advisors, LLC 177,600$17,126,0004.79%
VALICENTI ADVISORY SERVICES INC 94,664$9,128,0004.56%
Gerber Kawasaki Wealth & Investment Management 111,980$10,798,0003.80%
LUCAS CAPITAL MANAGEMENT 29,628$2,857,0003.76%
Blume Capital Management, Inc. 65,493$6,316,0003.61%
View complete list of ISHARES TR shareholders