Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 321 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 3.38 and the average weighting 0.6%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$51,0000.0%6850.0%0.01%
-11.1%
Q2 2019$51,000
-67.7%
685
-68.8%
0.01%
-70.0%
Q1 2019$158,000
+4.6%
2,193
-7.1%
0.03%
-6.2%
Q4 2018$151,000
+1061.5%
2,361
+1305.4%
0.03%
+966.7%
Q3 2018$13,000
+8.3%
1680.0%0.00%0.0%
Q2 2018$12,0000.0%168
+0.6%
0.00%0.0%
Q1 2018$12,0000.0%1670.0%0.00%0.0%
Q4 2017$12,000
-99.5%
167
-99.6%
0.00%
-99.7%
Q3 2014$2,347,000
-28.5%
39,850
-26.7%
1.04%
-29.8%
Q2 2014$3,281,000
+42.5%
54,350
+38.3%
1.48%
+9.8%
Q1 2014$2,302,000
+1.6%
39,3110.0%1.35%
-15.2%
Q4 2013$2,265,000
+7.7%
39,311
+0.8%
1.59%
-19.0%
Q3 2013$2,103,00039,0001.96%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Sageworth Trust Co of South Dakota 62,734$5,969,00040.95%
TEXAS TREASURY SAFEKEEPING TRUST CO 1,022,243$97,266,00032.21%
Granger Management LLC 1,768,478$168,271,00025.98%
Madrona Financial Services, LLC 471,551$44,868,00023.02%
MINOT CAPITAL, LP 1,239,567$117,945,00022.65%
Juniper Hill Capital Management LP 748,500$71,220,00021.66%
Sharp Capital Gestora de Recursos Ltda. 572,246$54,449,00016.86%
Sageworth Trust Co 1,997,793$190,090,00015.79%
Edgehill Endowment Partners, LLC 493,361$46,943,00015.54%
DIMENSION CAPITAL MANAGEMENT LLC 679,316$64,634,00015.21%
View complete list of ISHARES TR shareholders