Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

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 2023
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders