Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 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$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 Q2 2020
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders