Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$679,155
-18.8%
30,815
-15.7%
0.01%
-16.7%
Q2 2023$836,679
+113.1%
36,536
+117.5%
0.01%
+50.0%
Q1 2023$392,689
-49.2%
16,796
-50.7%
0.00%
-55.6%
Q4 2022$773,518
+214.4%
34,035
+214.2%
0.01%
+200.0%
Q3 2022$246,000
-32.6%
10,832
-20.9%
0.00%
-25.0%
Q4 2021$365,000
+7.0%
13,702
+6.8%
0.00%
-20.0%
Q2 2021$341,000
-26.0%
12,833
-27.1%
0.01%
-37.5%
Q1 2021$461,000
-20.5%
17,613
-17.3%
0.01%
-33.3%
Q4 2020$580,000
+10.3%
21,294
+13.2%
0.01%
-7.7%
Q3 2020$526,000
-16.1%
18,815
-16.0%
0.01%
-31.6%
Q2 2020$627,000
-7.0%
22,408
-6.9%
0.02%
-34.5%
Q1 2020$674,000
+23.7%
24,066
+14.6%
0.03%
+31.8%
Q4 2019$545,00021,0010.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders