Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$476,763
-2.1%
3,0830.0%0.00%
+33.3%
Q2 2023$487,092
+19.6%
3,083
+14.3%
0.00%
-25.0%
Q1 2023$407,202
-4.2%
2,6970.0%0.00%
-20.0%
Q4 2022$424,897
+11.8%
2,6970.0%0.01%0.0%
Q3 2022$380,0002,6970.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 610,214$114,834,0009.39%
Kozak & Associates, Inc. 77,484$15,597,0009.22%
Wealthgate Family Office, LLC 21,919$4,125,0006.34%
RiverFront Investment Group, LLC 573,443$107,910,0003.60%
Diversified, LLC 27,250$5,128,0002.73%
SPC Financial, Inc. 103,208$19,422,0002.41%
WestEnd Advisors, LLC 379,382$71,392,104,0002.15%
Quantitative Advantage, LLC 61,385$11,551,0001.96%
ARKANSAS FINANCIAL GROUP, INC. 41,647$7,837,0001.72%
Kesler, Norman & Wride, LLC 37,628$7,081,0001.67%
View complete list of ISHARES TR shareholders