Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2015$15,0006120.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Hamilton Capital, LLC 1,700,145$51,106,00019.51%
Permanens Capital L.P. 571,146$17,169,0006.51%
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 210,045$6,314,0005.77%
QUATTRO FINANCIAL ADVISORS LLC 306,049$9,108,018,0004.51%
Donald L. Hagan, LLC 112,007$3,367,0002.72%
Cornerstone Advisory, LLC 269,446$8,100,0002.67%
M&R CAPITAL MANAGEMENT INC 315,234$9,475,0002.18%
UBP Investment Advisors SA 46,609$1,391,0001.64%
LFA - Lugano Financial Advisors SA 44,816$1,338,0001.28%
STEEL GROVE CAPITAL ADVISORS, LLC 243,258$7,312,0001.17%
View complete list of ISHARES TR shareholders