Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.22 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$36,000
-5.3%
3610.0%0.01%0.0%
Q4 2021$38,000
+5.6%
3610.0%0.01%0.0%
Q3 2021$36,000
-5.3%
3610.0%0.01%0.0%
Q2 2021$38,000
+52.0%
361
+44.4%
0.01%
+66.7%
Q1 2021$25,000
+25.0%
2500.0%0.00%0.0%
Q4 2020$20,000
+33.3%
250
+100.0%
0.00%
+50.0%
Q3 2020$15,000
-70.0%
125
-69.7%
0.00%
-75.0%
Q2 2020$50,000
+35.1%
413
+11.6%
0.01%
+14.3%
Q1 2020$37,000
-37.3%
3700.0%0.01%
-22.2%
Q4 2019$59,000
+5.4%
3700.0%0.01%0.0%
Q3 2019$56,000
+194.7%
370
+196.0%
0.01%
+200.0%
Q2 2019$19,000
+5.6%
1250.0%0.00%0.0%
Q1 2019$18,000
-60.0%
125
-54.7%
0.00%
-70.0%
Q2 2018$45,000
+650.0%
276
+452.0%
0.01%
+400.0%
Q4 2014$6,000
+20.0%
500.0%0.00%0.0%
Q3 2014$5,000
-16.7%
500.0%0.00%
-33.3%
Q2 2014$6,0000.0%500.0%0.00%
-25.0%
Q1 2014$6,0000.0%500.0%0.00%0.0%
Q4 2013$6,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders