Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 464 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 7.78 and the average weighting 1.0%.

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 Q4 2019
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders