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IBDRIBDR
Showing 8 of 14 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES TR

Yes. Lido Advisors holds 4,383,801 shares of IBDR, worth $106.2M, as of its Q2 2026 13F filing. It reduced the position by 290,128 shares (-6.2%) from Q1 2026. Lido Advisors has held IBDR since Q1 2023, across 14 quarterly 13F filings. IBDR is 0.3% of Lido Advisors' reported 13F portfolio.

Current Value

$106.2M

Current Shares

4.4M

Total Value Change

+$72M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.4M
-6.2%
$106.2M0.3%$24.07
0
2026-Q1
Increased
4.7M
+30.6%
$113.3M0.3%$23.84
45
2025-Q4
Decreased
3.6M
-0.4%
$87M0.3%$23.67
0
2025-Q3
Increased
3.6M
+14.6%
$87.3M0.3%$23.41
41
2025-Q2
Increased
3.1M
+13.8%
$76M0.3%$23.12
40
2025-Q1
Increased
2.8M
+42.6%
$66.7M0.3%$22.84
47
2024-Q4
Increased
1.9M
+37.3%
$46.5M0.2%$22.55
46
2024-Q3
Increased
1.4M
+50.7%
$34.2M0.2%$22.44
48

Other major holders of IBDR: Bank of America Corp.

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