Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.

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 Q4 2019
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders