Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 139 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$550,899
+0.1%
4,987
+0.1%
0.00%0.0%
Q2 2023$550,440
-21.7%
4,983
-21.7%
0.00%
-60.0%
Q2 2021$703,000
-0.4%
6,360
-0.4%
0.01%
-16.7%
Q1 2021$706,000
-2.8%
6,388
-2.8%
0.01%
-20.0%
Q4 2020$726,000
+3.9%
6,573
+4.2%
0.02%
-16.7%
Q3 2020$699,0000.0%6,311
+0.0%
0.02%
-14.3%
Q2 2020$699,0000.0%6,310
+0.2%
0.02%
-30.0%
Q1 2020$699,000
-4.1%
6,297
-4.6%
0.03%
+3.4%
Q4 2019$729,000
+35.0%
6,602
+34.8%
0.03%
-45.3%
Q4 2018$540,000
+25.3%
4,896
+25.3%
0.05%
+26.2%
Q3 2018$431,000
+5.1%
3,907
+5.2%
0.04%
-10.6%
Q2 2018$410,000
+0.2%
3,7130.0%0.05%
-16.1%
Q1 2018$409,000
+10.8%
3,713
+10.8%
0.06%
+7.7%
Q4 2017$369,000
+3.1%
3,350
+3.2%
0.05%
-8.8%
Q3 2017$358,0000.0%3,2450.0%0.06%
-23.0%
Q2 2017$358,000
+3.8%
3,245
+3.7%
0.07%
-22.1%
Q1 2017$345,0003,1280.10%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders