Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$453,098
-36.7%
4,675
-36.3%
0.00%
-40.0%
Q2 2023$715,822
+49.4%
7,334
+51.8%
0.01%0.0%
Q1 2023$479,281
+87.2%
4,830
+80.8%
0.01%
+66.7%
Q3 2022$256,000
-87.2%
2,672
-86.4%
0.00%
-88.5%
Q2 2022$1,995,000
-63.7%
19,673
-62.4%
0.03%
-57.4%
Q1 2022$5,490,000
-9.3%
52,319
-8.5%
0.06%
-7.6%
Q4 2021$6,052,000
-2.4%
57,165
-2.6%
0.07%
-24.1%
Q3 2021$6,198,000
-2.6%
58,680
-1.9%
0.09%
-2.2%
Q2 2021$6,361,000
-5.8%
59,835
-6.4%
0.09%
-23.9%
Q1 2021$6,755,000
+2.9%
63,897
+1.6%
0.12%
-14.6%
Q4 2020$6,565,00062,8660.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders