Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,090,413
-59.6%
57,055
-57.0%
0.04%
-56.7%
Q2 2023$12,613,466
+73.7%
132,647
+71.0%
0.09%
+26.8%
Q1 2023$7,260,241
+15.9%
77,575
+13.1%
0.07%
-6.6%
Q4 2022$6,261,622
-19.1%
68,575
-27.0%
0.08%
-21.6%
Q3 2022$7,742,000
+116.9%
93,900
+134.2%
0.10%
+106.4%
Q2 2022$3,570,000
-15.6%
40,100
-3.0%
0.05%0.0%
Q1 2022$4,231,000
-56.7%
41,326
-55.8%
0.05%
-55.7%
Q4 2021$9,763,000
+148.5%
93,443
+139.4%
0.11%
+92.7%
Q3 2021$3,928,000
-44.5%
39,028
-41.9%
0.06%
-44.4%
Q2 2021$7,079,000
+15.4%
67,143
+10.3%
0.10%
-6.6%
Q1 2021$6,133,000
+8.6%
60,877
-12.4%
0.11%
-10.2%
Q4 2020$5,647,000
+140.3%
69,459
+261.9%
0.12%
+96.7%
Q3 2020$2,350,000
-40.7%
19,194
-41.7%
0.06%
-50.0%
Q2 2020$3,966,000
+22.5%
32,946
+1.7%
0.12%
-13.0%
Q1 2020$3,238,000
-33.6%
32,394
+6.8%
0.14%
-28.9%
Q4 2019$4,876,000
+16.3%
30,325
+8.6%
0.19%
-8.5%
Q3 2019$4,193,000
+88.2%
27,916
+86.2%
0.21%
+66.9%
Q2 2019$2,228,000
+10.8%
14,995
+10.0%
0.13%
-3.1%
Q1 2019$2,010,000
+61.8%
13,629
+44.7%
0.13%
+6.5%
Q4 2018$1,242,000
-11.1%
9,421
+12.9%
0.12%
-9.6%
Q3 2018$1,397,000
+1.3%
8,344
-1.2%
0.14%
-14.5%
Q2 2018$1,379,000
+37.8%
8,449
+27.3%
0.16%
+16.1%
Q1 2018$1,001,000
+8.7%
6,637
+10.6%
0.14%
+4.6%
Q4 2017$921,000
+18.2%
6,000
+14.8%
0.13%
+5.6%
Q3 2017$779,000
+20.2%
5,227
+12.7%
0.12%
-8.1%
Q2 2017$648,000
-17.3%
4,638
-17.9%
0.14%
-37.8%
Q1 2017$784,0005,6510.22%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders