Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 224 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.

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 2022
NameSharesValueWeighting ↓
TFC Financial Management, Inc. 987,038$53,261,00026.36%
Wealthsimple US, Ltd. 236,661$12,770,0008.50%
KEMPER Corp 425,689$22,970,0004.98%
Divergent Wealth Advisors 259,892$14,024,0003.79%
Global Strategic Investment Solutions, LLC 222,457$12,004,0003.05%
Clarius Group, LLC 432,834$23,357,0003.00%
Paracle Advisors, LLC 242,072$13,062,0002.82%
DeGreen Capital Management LLC 99,896$5,390,0002.38%
Vision Capital Management, Inc. 160,180$8,643,0001.82%
Columbus Macro, LLC 108,835$5,873,0001.80%
View complete list of ISHARES TR shareholders