Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 516 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$22,000
-12.0%
2150.0%0.00%0.0%
Q4 2021$25,000
+13.6%
2150.0%0.00%0.0%
Q3 2021$22,000
+29.4%
215
+24.3%
0.00%
+50.0%
Q2 2021$17,000
+6.2%
1730.0%0.00%0.0%
Q1 2021$16,000
-15.8%
173
-20.6%
0.00%
-33.3%
Q4 2020$19,000
+11.8%
2180.0%0.00%0.0%
Q3 2020$17,000
+6.2%
2180.0%0.00%0.0%
Q2 2020$16,000
+33.3%
2180.0%0.00%
+50.0%
Q1 2020$12,000
-20.0%
2180.0%0.00%0.0%
Q4 2019$15,000
+7.1%
2180.0%0.00%0.0%
Q3 2019$14,0000.0%2180.0%0.00%0.0%
Q2 2019$14,000
+7.7%
2180.0%0.00%0.0%
Q1 2019$13,000
+18.2%
2180.0%0.00%0.0%
Q4 2018$11,000
-21.4%
2180.0%0.00%
-33.3%
Q3 2018$14,000
+16.7%
2180.0%0.00%0.0%
Q2 2018$12,0002180.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders