Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 424 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 2.44 and the average weighting 1.1%.

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 Q3 2019
NameSharesValueWeighting ↓
Mayo Clinic 1,146,396$104,505,45985.77%
MKP Capital Management, L.L.C. 5,770,000$525,993,20070.71%
Nationwide Asset Management LLC 201,800$18,21456.21%
Granger Management LLC 732,021$66,731,07029.46%
Three Bridge Wealth Advisors, LLC 403,771$36,807,75617.06%
DIMENSION CAPITAL MANAGEMENT LLC 815,776$74,366,06817.02%
MINOT CAPITAL, LP 1,026,452$93,571,36416.94%
FFT WEALTH MANAGEMENT LLC 1,346,561$122,752,50515.24%
GR FINANCIAL GROUP, LLC 463,794$42,279,47515.06%
EPIQ Capital Group, LLC 325,799$29,699,87514.94%
View complete list of ISHARES TR shareholders