Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q1 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders