Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 135 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,389,547
-11.1%
113,985
-12.6%
0.03%
-5.7%
Q2 2023$4,935,015
+5.8%
130,486
+1.7%
0.04%
-22.2%
Q1 2023$4,665,144
+10.9%
128,340
+0.7%
0.04%
-11.8%
Q4 2022$4,208,462
+0.1%
127,451
+2.9%
0.05%
-3.8%
Q3 2022$4,206,000
-26.8%
123,865
-24.5%
0.05%
-30.3%
Q2 2022$5,746,000
-19.4%
164,052
-1.7%
0.08%
-3.8%
Q1 2022$7,126,000
-7.8%
166,933
-3.6%
0.08%
-6.0%
Q4 2021$7,727,000
+7.9%
173,228
+5.1%
0.08%
-16.0%
Q3 2021$7,160,000164,8010.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders