Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,112,336
-8.0%
7,821
-4.5%
0.02%0.0%
Q2 2023$2,296,340
+2.3%
8,193
-0.3%
0.02%
-27.3%
Q1 2023$2,244,206
+13.0%
8,219
+17.5%
0.02%
-8.3%
Q4 2022$1,985,215
+7.5%
6,997
-4.2%
0.02%
+4.3%
Q3 2022$1,847,000
-34.4%
7,300
-30.2%
0.02%
-37.8%
Q2 2022$2,814,000
-28.0%
10,464
-22.7%
0.04%
-15.9%
Q1 2022$3,910,000
-9.9%
13,540
-6.3%
0.04%
-6.4%
Q4 2021$4,341,000
+1.1%
14,455
-7.1%
0.05%
-21.7%
Q3 2021$4,295,000
-2.3%
15,568
-3.4%
0.06%
-1.6%
Q2 2021$4,398,000
+3.9%
16,117
-3.9%
0.06%
-16.4%
Q1 2021$4,232,000
-1.0%
16,765
-3.5%
0.07%
-18.0%
Q4 2020$4,273,000
+6.4%
17,378
-1.7%
0.09%
-13.6%
Q3 2020$4,016,000
-2.3%
17,676
-7.2%
0.10%
-16.9%
Q2 2020$4,109,00019,0540.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders