Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 547 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$117,0000.0%5,532
+0.1%
0.02%
+7.1%
Q4 2021$117,000
+21.9%
5,528
+25.0%
0.01%
+16.7%
Q3 2021$96,000
-7.7%
4,4230.0%0.01%
-7.7%
Q2 2021$104,000
-2.8%
4,423
+0.5%
0.01%
-13.3%
Q1 2021$107,0004,3990.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 4,546,463$84,064,00030.81%
Arlington Financial Advisors, LLC 1,154,375$21,344,00010.94%
ELEMENT POINTE ADVISORS, LLC 530,165$9,802,0004.37%
RETIREMENT CAPITAL STRATEGIES 461,817$9,033,0004.17%
Autonomy Capital (Jersey) L.P. 408,900$7,561,0004.03%
B & T Capital Management DBA Alpha Capital Management 501,748$9,277,0002.68%
Summit Place Financial Advisors, LLC 140,855$2,604,0002.61%
Providence First Trust Co 103,655$1,917,0001.88%
Elmwood Wealth Management, Inc. 119,791$1,500,0001.22%
Coastal Bridge Advisors, LLC 192,723$3,563,0001.09%
View complete list of ISHARES TR shareholders