Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 287 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$22,000
-12.0%
2150.0%0.00%0.0%
Q4 2021$25,000
+13.6%
2150.0%0.00%0.0%
Q3 2021$22,000
+29.4%
215
+24.3%
0.00%
+50.0%
Q2 2021$17,000
+6.2%
1730.0%0.00%0.0%
Q1 2021$16,000
-15.8%
173
-20.6%
0.00%
-33.3%
Q4 2020$19,000
+11.8%
2180.0%0.00%0.0%
Q3 2020$17,000
+6.2%
2180.0%0.00%0.0%
Q2 2020$16,000
+33.3%
2180.0%0.00%
+50.0%
Q1 2020$12,000
-20.0%
2180.0%0.00%0.0%
Q4 2019$15,000
+7.1%
2180.0%0.00%0.0%
Q3 2019$14,0000.0%2180.0%0.00%0.0%
Q2 2019$14,000
+7.7%
2180.0%0.00%0.0%
Q1 2019$13,000
+18.2%
2180.0%0.00%0.0%
Q4 2018$11,000
-21.4%
2180.0%0.00%
-33.3%
Q3 2018$14,000
+16.7%
2180.0%0.00%0.0%
Q2 2018$12,0002180.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Mascoma Wealth Management LLC 266,258$15,230,00010.72%
Financial Partners Group, Inc 152,263$8,709,0006.39%
F3Logic, LLC 141,368$8,111,0005.79%
GM Advisory Group, LLC 287,737$16,459,0004.89%
Community Financial Services Group, LLC 221,655$12,679,0004.54%
Advanced Asset Management Advisors Inc 239,600$13,705,0004.42%
Integrated Wealth Concepts LLC 178,021$10,240,0003.50%
Portfolio Strategies, Inc. 91,855$5,254,0003.49%
ALLEGHANY CORP /DE 1,512,000$86,486,0002.22%
Ford Financial Group, LLC 42,645$2,452,0001.79%
View complete list of ISHARES TR shareholders