Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 119 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.40 and the average weighting 0.0%.

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 Q1 2022
NameSharesValueWeighting ↓
Financial Partners Group, Inc 14,142$2,141,0001.57%
ARS Wealth Advisors, LLC 28,116$4,256,0001.53%
Karp Capital Management Corp 20,120$3,045,0001.20%
MURPHY CAPITAL MANAGEMENT INC 27,167$4,112,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,079$1,072,0000.50%
Asset Management Group, Inc. 6,305$954,0000.33%
Pratt Collard Advisory Partners LLC 2,300$348,0000.30%
PACIFIC SUN FINANCIAL CORP 1,565$259,0000.27%
Matthew Goff Investment Advisor, LLC 5,782$678,0000.26%
Raab & Moskowitz Asset Management LLC 3,480$526,0000.25%
View complete list of ISHARES TR shareholders