Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 976 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.08 and the average weighting 0.5%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,025,009
+31.7%
133,499
+35.1%
0.03%
+40.9%
Q2 2023$3,057,080
+172.6%
98,838
+175.2%
0.02%
+100.0%
Q1 2023$1,121,442
-0.5%
35,920
-2.7%
0.01%
-21.4%
Q4 2022$1,127,169
-4.5%
36,920
-0.9%
0.01%
-6.7%
Q3 2022$1,180,000
-14.9%
37,259
-11.7%
0.02%
-16.7%
Q2 2022$1,386,000
-27.8%
42,173
-20.0%
0.02%
-14.3%
Q1 2022$1,920,000
-59.2%
52,732
-55.8%
0.02%
-58.8%
Q4 2021$4,708,000
+3.3%
119,408
+1.7%
0.05%
-20.3%
Q3 2021$4,556,000
-1.0%
117,394
+0.3%
0.06%0.0%
Q2 2021$4,603,000
+1.9%
117,020
-0.6%
0.06%
-17.9%
Q1 2021$4,519,000
-2.9%
117,676
-2.7%
0.08%
-19.6%
Q4 2020$4,655,000
+1.8%
120,889
-3.6%
0.10%
-17.1%
Q3 2020$4,571,000
+49.4%
125,392
+42.0%
0.12%
+27.2%
Q2 2020$3,060,000
+243.4%
88,325
+215.6%
0.09%
+142.1%
Q1 2020$891,000
+28.9%
27,985
+52.3%
0.04%
+35.7%
Q4 2019$691,000
-2.9%
18,373
-3.2%
0.03%
-22.2%
Q3 2019$712,000
-27.0%
18,981
-28.4%
0.04%
-35.7%
Q2 2019$976,000
+22.3%
26,492
+21.2%
0.06%
+7.7%
Q1 2019$798,000
+17.7%
21,850
+10.2%
0.05%
-22.4%
Q4 2018$678,000
-19.7%
19,835
-12.8%
0.07%
-18.3%
Q3 2018$844,000
-17.1%
22,754
-15.8%
0.08%
-29.9%
Q2 2018$1,018,000
-2.3%
27,013
-2.7%
0.12%
-17.6%
Q1 2018$1,042,000
-4.9%
27,753
-3.7%
0.14%
-9.0%
Q4 2017$1,096,000
-7.0%
28,811
-5.9%
0.16%
-17.0%
Q3 2017$1,178,000
-14.6%
30,624
-13.0%
0.19%
-34.5%
Q2 2017$1,380,000
+12.9%
35,219
+12.2%
0.29%
-15.1%
Q1 2017$1,222,000
-10.5%
31,397
-14.5%
0.34%
+0.3%
Q4 2016$1,366,000
+10.3%
36,723
+17.1%
0.34%
-11.1%
Q3 2016$1,239,000
+31.8%
31,358
+33.1%
0.38%
+30.7%
Q2 2016$940,000
-46.3%
23,563
-47.5%
0.29%
-50.8%
Q1 2016$1,752,00044,8840.59%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders