Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 472 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$420,000
-14.5%
4,2740.0%0.05%
-8.6%
Q4 2021$491,000
+13.4%
4,2740.0%0.06%
+3.6%
Q3 2021$433,000
+1.9%
4,2740.0%0.06%
+3.7%
Q2 2021$425,000
+13.3%
4,2740.0%0.05%
+5.9%
Q1 2021$375,000
-8.5%
4,274
-11.4%
0.05%
-12.1%
Q4 2020$410,000
+12.9%
4,824
+300.0%
0.06%
+5.5%
Q3 2020$363,000
+11.7%
1,2060.0%0.06%
+5.8%
Q2 2020$325,000
+32.1%
1,2060.0%0.05%
+13.0%
Q1 2020$246,000
-12.5%
1,2060.0%0.05%
+4.5%
Q4 2019$281,000
+14.2%
1,2060.0%0.04%
+7.3%
Q3 2019$246,000
+2.9%
1,2060.0%0.04%
-2.4%
Q2 2019$239,000
+3.9%
1,2060.0%0.04%
-2.3%
Q1 2019$230,000
+19.2%
1,2060.0%0.04%
+4.9%
Q4 2018$193,000
-17.5%
1,206
-0.1%
0.04%
-14.6%
Q3 2018$234,000
+8.8%
1,2070.0%0.05%
+2.1%
Q2 2018$215,000
+5.9%
1,2070.0%0.05%0.0%
Q1 2018$203,000
+3.6%
1,2070.0%0.05%
-14.5%
Q4 2017$196,0001,2070.06%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders