Lenox Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.11 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 Q1 2022
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,136,648$24,608,0009.63%
Arosa Capital Management LP 2,300,000$49,795,0009.24%
ELEMENT POINTE ADVISORS, LLC 676,347$14,643,0004.94%
SPX Gestao de Recursos Ltda 1,085,000$23,490,250,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 517,951$11,214,0004.19%
PENOBSCOT WEALTH MANAGEMENT 181,816$3,936,0003.64%
Total Wealth Planning, LLC 458,692$9,931,0003.60%
Coastal Bridge Advisors, LLC 710,176$15,375,0003.55%
AMARILLO NATIONAL BANK 547,908$11,862,0002.46%
BOURGEON CAPITAL MANAGEMENT LLC 510,744$11,058,0002.36%
View complete list of ISHARES TR shareholders