Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 219 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$405,455
+57.4%
5,423
+57.1%
0.00%
+50.0%
Q2 2023$257,586
-33.2%
3,452
-36.3%
0.00%
-50.0%
Q1 2023$385,333
+16.6%
5,417
+23.7%
0.00%0.0%
Q4 2022$330,554
+11.7%
4,379
-0.1%
0.00%0.0%
Q3 2022$296,000
-26.0%
4,382
-23.5%
0.00%
-20.0%
Q2 2022$400,000
-23.8%
5,730
-7.9%
0.01%
-16.7%
Q1 2022$525,000
+7.4%
6,219
+10.1%
0.01%
+20.0%
Q4 2021$489,000
-4.1%
5,646
-8.7%
0.01%
-28.6%
Q3 2021$510,000
+2.0%
6,183
+0.1%
0.01%0.0%
Q2 2021$500,000
+2.5%
6,174
-5.3%
0.01%
-12.5%
Q1 2021$488,000
+12.4%
6,519
+0.1%
0.01%
-11.1%
Q4 2020$434,000
+9.3%
6,512
+86.0%
0.01%
-10.0%
Q3 2020$397,000
-2.5%
3,501
-5.2%
0.01%
-16.7%
Q2 2020$407,000
+4.9%
3,693
-7.5%
0.01%
-25.0%
Q1 2020$388,000
-34.9%
3,992
-7.7%
0.02%
-33.3%
Q4 2019$596,000
+54.0%
4,326
+43.9%
0.02%
+20.0%
Q3 2019$387,000
+9.9%
3,007
+7.0%
0.02%0.0%
Q2 2019$352,000
+10.3%
2,809
+3.8%
0.02%
-4.8%
Q1 2019$319,000
+13.9%
2,706
+2.6%
0.02%
-25.0%
Q4 2018$280,000
-13.8%
2,638
-1.3%
0.03%
-12.5%
Q3 2018$325,000
-94.5%
2,673
-94.7%
0.03%
-95.3%
Q2 2018$5,869,000
+11.5%
50,081
+12.0%
0.68%
-6.2%
Q1 2018$5,266,000
+5.9%
44,704
+7.3%
0.72%
+1.8%
Q4 2017$4,974,000
+7.4%
41,653
+3.1%
0.71%
-4.3%
Q3 2017$4,632,00040,3970.74%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders