Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 313 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,0000.0%360.0%0.00%
Q4 2021$2,0000.0%360.0%0.00%
Q3 2021$2,0000.0%36
+500.0%
0.00%
Q2 2021$2,000
-50.0%
6
-45.5%
0.00%
-100.0%
Q1 2021$4,000
+100.0%
11
+83.3%
0.00%
Q4 2020$2,0000.0%60.0%0.00%
Q3 2020$2,0000.0%60.0%0.00%
Q2 2020$2,000
+100.0%
60.0%0.00%
Q1 2020$1,000
-50.0%
60.0%0.00%
Q4 2019$2,000
+100.0%
60.0%0.00%
Q3 2019$1,0000.0%60.0%0.00%
Q2 2019$1,00060.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 206,348$10,408,0005.84%
CUMBERLAND ADVISORS INC 318,930$16,087,0005.34%
Safeguard Investment Advisory Group, LLC 113,366$6,910,0004.25%
Hobart Private Capital, LLC 180,134$9,085,9594.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 172,233$8,687,0003.99%
Flaharty Asset Management, LLC 359,306$18,123,0003.68%
SFI Advisors, LLC 61,584$3,106,0003.44%
MIRABELLA FINANCIAL SERVICES LLP 678,887$34,262,0003.38%
Crumly & Associates Inc. 155,578$7,847,0003.26%
Ulrich Consultants & Investment Group, LLC 115,045$5,803,0003.18%
View complete list of ISHARES TR shareholders