Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$351,576
-33.2%
8,521
-1.7%
0.00%
-25.0%
Q2 2023$526,624
+94.3%
8,668
+15.5%
0.00%
+33.3%
Q1 2022$271,0007,5030.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 283,855$5,765,0005.05%
MFA WEALTH ADVISORS, LLC 258,556$5,251,0004.68%
Morningstar Investment Management LLC 1,952,838$39,662,0004.46%
Money Design Co.,Ltd. 899,942$18,458,0002.11%
Versant Capital Management, Inc 232,133$4,714,0001.86%
EWG Elevate Inc. 180,146$3,659,0001.68%
Affiance Financial, LLC 157,019$3,189,0001.66%
Fort Point Capital Partners LLC 332,242$6,748,0001.55%
Van Cleef Asset Management,Inc 354,525$7,200,0001.18%
Ayalon Insurance Comp Ltd. 103,920$2,111,0000.96%
View complete list of ISHARES TR shareholders