Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$21,000
-8.7%
3190.0%0.00%0.0%
Q4 2021$23,000
+4.5%
319
+1.9%
0.00%0.0%
Q3 2021$22,000
-4.3%
3130.0%0.00%0.0%
Q2 2021$23,000
+4.5%
313
+1.3%
0.00%0.0%
Q1 2021$22,000
+4.8%
3090.0%0.00%0.0%
Q4 2020$21,000
+16.7%
309
+1.0%
0.00%0.0%
Q3 2020$18,000
-67.3%
306
-69.4%
0.00%
-66.7%
Q2 2020$55,000
+17.0%
1,001
+0.3%
0.01%0.0%
Q1 2020$47,000
-24.2%
9980.0%0.01%
-10.0%
Q4 2019$62,000
+8.8%
998
+0.4%
0.01%
+11.1%
Q3 2019$57,000
+216.7%
994
+232.4%
0.01%
+200.0%
Q2 2019$18,000
+5.9%
299
+1.7%
0.00%0.0%
Q1 2019$17,000
-61.4%
294
-65.2%
0.00%
-66.7%
Q4 2018$44,0008440.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders