Lido Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 202 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,223,206
-76.6%
12,151
-76.6%
0.01%
-75.7%
Q2 2023$5,235,779
+200.9%
52,029
+200.7%
0.04%
+117.6%
Q1 2023$1,740,128
+37.5%
17,301
+36.9%
0.02%
+13.3%
Q4 2022$1,265,611
-51.7%
12,638
-51.6%
0.02%
-54.5%
Q3 2022$2,618,00026,1130.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders