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IBDSIBDS
Showing 8 of 14 quarters

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

Yes. Lido Advisors holds 4,367,228 shares of IBDS, worth $105.8M, as of its Q2 2026 13F filing. It reduced the position by 283,822 shares (-6.1%) from Q1 2026. Lido Advisors has held IBDS since Q1 2023, across 14 quarterly 13F filings. IBDS is 0.3% of Lido Advisors' reported 13F portfolio.

Current Value

$105.8M

Current Shares

4.4M

Total Value Change

+$72M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.4M
-6.1%
$105.8M0.3%$23.97
0
2026-Q1
Increased
4.7M
+30.7%
$112.7M0.3%$23.73
45
2025-Q4
Decreased
3.6M
0.0%
$86.6M0.3%$23.60
0
2025-Q3
Increased
3.6M
+13.7%
$86.6M0.3%$23.32
40
2025-Q2
Increased
3.1M
+13.8%
$75.9M0.3%$23.00
40
2025-Q1
Increased
2.7M
+42.7%
$66.5M0.3%$22.67
47
2024-Q4
Increased
1.9M
+39.1%
$46.1M0.2%$22.30
46
2024-Q3
Increased
1.4M
+50.4%
$33.8M0.2%$22.35
48

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

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