Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 180 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 2.12 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,773,000
+8.4%
16,2000.0%0.22%
+13.8%
Q4 2021$1,636,000
+7.1%
16,2000.0%0.20%
-0.5%
Q3 2021$1,527,000
+0.5%
16,200
+2.9%
0.20%
+0.5%
Q2 2021$1,520,000
+3066.7%
15,750
+2620.2%
0.20%
+1292.9%
Q2 2016$48,000
+6.7%
5790.0%0.01%
+7.7%
Q1 2016$45,000
+4.7%
5790.0%0.01%
-7.1%
Q4 2015$43,000
+7.5%
5790.0%0.01%0.0%
Q3 2015$40,000
-7.0%
5790.0%0.01%
-22.2%
Q2 2015$43,0000.0%5790.0%0.02%
+5.9%
Q1 2015$43,000
-2.3%
5790.0%0.02%
-5.6%
Q4 2014$44,0000.0%5790.0%0.02%
-5.3%
Q3 2014$44,0000.0%5790.0%0.02%
-5.0%
Q2 2014$44,000
+7.3%
5790.0%0.02%
-16.7%
Q1 2014$41,0000.0%5790.0%0.02%
-17.2%
Q4 2013$41,000
+7.9%
5790.0%0.03%
-17.1%
Q3 2013$38,0000.0%5790.0%0.04%
-18.6%
Q2 2013$38,0005790.04%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Stratford Consulting, LLC 373,709$31,339,00012.52%
Noven Financial Group, Inc. 188,161$15,779,00010.33%
Wharton Business Group, LLC 888,050$74,472,0007.96%
LBMC INVESTMENT ADVISORS, LLC 434,081$36,402,0006.51%
Corbenic Partners LLC 60,887$5,106,0006.26%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 197,529$16,565,0005.83%
ARS Wealth Advisors, LLC 147,911$12,404,0005.30%
Simply Money Advisors 404,049$33,884,0004.74%
Keystone Financial Planning, Inc. 66,633$5,588,0003.47%
Financial Advisors Network, Inc. 45,859$3,815,0003.30%
View complete list of ISHARES TR shareholders