Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 256 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$763,000
+3.5%
8,971
+13.1%
0.10%
+9.1%
Q4 2021$737,000
+26.2%
7,932
+13.0%
0.09%
+17.3%
Q3 2021$584,000
+0.3%
7,0210.0%0.08%0.0%
Q2 2021$582,000
+75.8%
7,021
+61.8%
0.08%
+66.7%
Q1 2021$331,000
+6.8%
4,3400.0%0.04%
+2.3%
Q4 2020$310,000
+17.0%
4,340
+109.3%
0.04%
+10.0%
Q3 2020$265,000
+12.8%
2,074
+4.4%
0.04%
+8.1%
Q2 2020$235,000
+23.0%
1,987
+1.4%
0.04%
+2.8%
Q1 2020$191,000
-18.7%
1,9590.0%0.04%
-2.7%
Q4 2019$235,000
+502.6%
1,959
+459.7%
0.04%
+516.7%
Q3 2019$39,000
-46.6%
350
-47.7%
0.01%
-53.8%
Q2 2019$73,000
+4.3%
669
+0.3%
0.01%0.0%
Q1 2019$70,000
+12.9%
667
+0.5%
0.01%0.0%
Q4 2018$62,000
-12.7%
664
+0.5%
0.01%
-7.1%
Q3 2018$71,000
+4.4%
661
-1.6%
0.01%
-6.7%
Q2 2018$68,000
+3.0%
672
-1.2%
0.02%0.0%
Q1 2018$66,000
-1.5%
680
-0.9%
0.02%
-21.1%
Q4 2017$67,000
+6.3%
686
+0.3%
0.02%0.0%
Q3 2017$63,000
-16.0%
684
-18.3%
0.02%
-24.0%
Q2 2017$75,000
-70.9%
837
-71.9%
0.02%
-68.4%
Q1 2017$258,000
+16.7%
2,974
+10.8%
0.08%
+11.3%
Q4 2016$221,000
+3.3%
2,685
+0.8%
0.07%
+12.7%
Q3 2016$214,000
+31.3%
2,664
+26.0%
0.06%
+31.2%
Q2 2016$163,000
+1.2%
2,114
+0.4%
0.05%0.0%
Q1 2016$161,000
+1.9%
2,106
+0.9%
0.05%
-4.0%
Q4 2015$158,000
+6.8%
2,088
+0.4%
0.05%
-3.8%
Q3 2015$148,000
+78.3%
2,079
+93.9%
0.05%
+57.6%
Q1 2015$83,000
+1.2%
1,072
+0.4%
0.03%
-2.9%
Q4 2014$82,000
+5.1%
1,068
+0.3%
0.03%
-2.9%
Q3 2014$78,000
+4.0%
1,065
+0.3%
0.04%
-20.5%
Q1 2014$75,000
+2.7%
1,062
+0.3%
0.04%
-13.7%
Q4 2013$73,000
+10.6%
1,059
+0.8%
0.05%
-17.7%
Q3 2013$66,000
+4.8%
1,051
+0.4%
0.06%
-12.7%
Q2 2013$63,0001,0470.07%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
View complete list of ISHARES TR shareholders