Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,0000.0%430.0%0.00%
Q4 2021$1,000
-96.6%
43
-96.1%
0.00%
-100.0%
Q3 2021$29,000
+3.6%
1,093
+4.1%
0.00%0.0%
Q2 2021$28,000
-12.5%
1,050
-12.7%
0.00%0.0%
Q1 2021$32,000
+10.3%
1,203
+14.6%
0.00%0.0%
Q4 2020$29,0000.0%1,0500.0%0.00%0.0%
Q3 2020$29,0000.0%1,0500.0%0.00%
-20.0%
Q2 2020$29,0000.0%1,0500.0%0.01%0.0%
Q1 2020$29,000
+7.4%
1,0500.0%0.01%
+25.0%
Q4 2019$27,000
-3.6%
1,0500.0%0.00%
-20.0%
Q3 2019$28,000
+3.7%
1,0500.0%0.01%0.0%
Q2 2019$27,000
-54.2%
1,050
-55.1%
0.01%
-54.5%
Q1 2019$59,0000.0%2,339
-3.1%
0.01%
-15.4%
Q4 2018$59,000
-7.8%
2,413
-7.5%
0.01%0.0%
Q3 2018$64,000
-11.1%
2,609
-10.9%
0.01%
-18.8%
Q2 2018$72,000
+22.0%
2,929
+22.5%
0.02%
+14.3%
Q1 2018$59,000
+883.3%
2,391
+908.9%
0.01%
+600.0%
Q4 2017$6,0002370.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders