Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 91 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$20,000
-41.2%
100
-41.2%
0.00%
-25.0%
Q4 2021$34,000
+9.7%
1700.0%0.00%0.0%
Q3 2021$31,000
+106.7%
170
+60.4%
0.00%0.0%
Q1 2016$15,0001060.00%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Massachusetts Wealth Management 5,025$889,3280.82%
RiverFront Investment Group, LLC 36,114$6,3910.23%
CAHILL FINANCIAL ADVISORS INC 6,995$1,237,9110.21%
AFT, FORSYTH & COMPANY, INC. 1,325$234,4430.17%
Family Firm, Inc. 3,335$590,2370.17%
Asset Management Group, Inc. 4,120$729,2360.16%
Institute for Wealth Management, LLC. 3,370$596,3970.11%
Raab & Moskowitz Asset Management LLC 1,537$272,0190.10%
PATTEN & PATTEN INC/TN 5,876$1,039,9390.09%
SPINNAKER TRUST 6,100$1,079,5830.08%
View complete list of ISHARES TR shareholders