Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,772,393
-44.2%
246,019
-42.1%
0.14%
-40.5%
Q2 2023$31,847,484
+20070.2%
424,633
+5.6%
0.23%
+11250.0%
Q1 2023$157,894
-99.4%
402,120
+4.8%
0.00%
-99.4%
Q4 2022$26,201,520
+110.1%
383,624
+93.9%
0.32%
+103.8%
Q3 2022$12,470,000
-2.1%
197,878
-1.0%
0.16%
-7.1%
Q2 2022$12,738,000
-22.0%
199,884
-5.4%
0.17%
-7.1%
Q1 2022$16,322,000
-2.9%
211,243
+7.1%
0.18%
-0.5%
Q4 2021$16,816,000
+16.6%
197,236
+8.3%
0.18%
-9.4%
Q3 2021$14,424,000
+6.1%
182,156
+8.4%
0.20%
+6.9%
Q2 2021$13,593,000
-36.7%
167,965
-38.7%
0.19%
-48.9%
Q1 2021$21,472,000
+101.9%
273,977
+86.0%
0.37%
+66.7%
Q4 2020$10,635,000
+12.2%
147,268
+271.7%
0.22%
-8.6%
Q3 2020$9,476,000
+111.7%
39,617
+98.3%
0.24%
+80.0%
Q2 2020$4,476,000
+28.9%
19,980
+2.7%
0.14%
-8.8%
Q1 2020$3,473,000
-20.7%
19,462
+5.8%
0.15%
-14.9%
Q4 2019$4,380,000
+17.4%
18,396
+10.4%
0.17%
-7.9%
Q3 2019$3,731,000
-26.6%
16,665
-25.8%
0.19%
-34.8%
Q2 2019$5,080,000
+11.3%
22,454
+7.8%
0.29%
-2.4%
Q1 2019$4,564,000
+42.5%
20,831
+24.4%
0.30%
-6.0%
Q4 2018$3,202,000
-4.8%
16,747
+16.4%
0.32%
-3.4%
Q3 2018$3,362,000
+9.0%
14,393
+4.9%
0.33%
-7.9%
Q2 2018$3,084,000
+45.8%
13,721
+41.6%
0.36%
+22.8%
Q1 2018$2,115,000
+6.7%
9,690
+5.5%
0.29%
+2.5%
Q4 2017$1,982,000
+19.3%
9,185
+15.6%
0.28%
+6.4%
Q3 2017$1,661,000
+22.8%
7,945
+15.4%
0.26%
-5.7%
Q2 2017$1,353,000
+158.2%
6,882
+155.3%
0.28%
+93.8%
Q1 2017$524,0002,6960.14%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders