Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. 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$628,550
-4.7%
10,785
-0.1%
0.01%0.0%
Q2 2023$659,790
+23.2%
10,795
+21.9%
0.01%0.0%
Q1 2023$535,704
+8.0%
8,8590.0%0.01%
-16.7%
Q4 2022$495,927
+16.1%
8,8590.0%0.01%
+20.0%
Q3 2022$427,000
-10.3%
8,8590.0%0.01%
-16.7%
Q2 2022$476,000
-15.5%
8,8590.0%0.01%0.0%
Q1 2022$563,000
-5.9%
8,8590.0%0.01%
-14.3%
Q4 2021$598,000
+1.2%
8,8590.0%0.01%
-12.5%
Q3 2021$591,0008,8590.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders