Lenox Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 374 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lenox Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$13,000
+30.0%
500.0%0.00%
+33.3%
Q1 2020$10,000
-16.7%
500.0%0.00%0.0%
Q4 2019$12,000
+20.0%
500.0%0.00%0.0%
Q3 2019$10,000
+11.1%
500.0%0.00%0.0%
Q2 2019$9,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,262,531$395,605,50216.42%
Mendel Capital Management LLC 118,534$11,001,1119.94%
Buttonwood Financial Group, LLC 94,654$8,784,7568.76%
Pariax, LLC 29,138$2,704,2988.23%
Signature Wealth Management Partners, LLC 73,245$6,797,9346.31%
Stonebridge Financial Planning Group, LLC 88,217$8,187,4535.28%
EWG Elevate Inc. 126,857$11,773,6235.02%
Quantitative Advantage, LLC 356,495$33,086,3114.80%
West Wealth Group, LLC 96,739$8,978,3054.16%
COTTONWOOD CAPITAL ADVISORS, LLC 46,688$4,333,1033.99%
View complete list of ISHARES TR shareholders