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
Other major holders of IBDR: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 4.7M |
+30.6% |
| $113.3M |
| 0.3% |
| $24.19 |
45 |
| 2025-Q4 | Decreased | 3.6M | -0.4% | $87M | 0.3% | $24.14 | 0 |
| 2025-Q3 | Increased | 3.6M | +14.6% | $87.3M | 0.3% | $23.86 | 41 |
| 2025-Q2 | Increased | 3.1M | +13.8% | $76M | 0.3% | $23.57 | 40 |
| 2025-Q1 | Increased | 2.8M | +42.6% | $66.7M | 0.3% | $23.29 | 47 |
| 2024-Q4 | Increased | 1.9M | +37.3% | $46.5M | 0.2% | $22.99 | 46 |
| 2024-Q3 | Increased | 1.4M | +50.7% | $34.2M | 0.2% | $22.91 | 48 |
| 2024-Q2 | Increased | 934,108 | +44.5% | $22.3M | 0.1% | $22.21 | 46 |