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IBDR
Showing 8 of 13 quarters

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

Lido Advisors, LLC holds 4.7M shares of IBDR (ISHARES TR), worth $113.3M as of 2026-Q1. The position was increased (+30.6% shares). IBDR represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$113.3M

Current Shares

4.7M

Total Value Change

+$91M

Total Shares Change

+3.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.7M
+30.6%
$113.3M0.3%$24.19
45
2025-Q4
Decreased
3.6M
-0.4%
$87M0.3%$24.14
0
2025-Q3
Increased
3.6M
+14.6%
$87.3M0.3%$23.86
41
2025-Q2
Increased
3.1M
+13.8%
$76M0.3%$23.57
40
2025-Q1
Increased
2.8M
+42.6%
$66.7M0.3%$23.29
47
2024-Q4
Increased
1.9M
+37.3%
$46.5M0.2%$22.99
46
2024-Q3
Increased
1.4M
+50.7%
$34.2M0.2%$22.91
48
2024-Q2
Increased
934,108
+44.5%
$22.3M0.1%$22.21
46

Other major holders of IBDR: BANK OF AMERICA CORP /DE/

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