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IBDS
Showing 8 of 13 quarters

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

Lido Advisors, LLC holds 4.7M shares of IBDS (ISHARES TR), worth $112.7M as of 2026-Q1. The position was increased (+30.7% shares). IBDS represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$112.7M

Current Shares

4.7M

Total Value Change

+$90.9M

Total Shares Change

+3.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.7M
+30.7%
$112.7M0.3%$24.26
45
2025-Q4
Decreased
3.6M
0.0%
$86.6M0.3%$24.21
0
2025-Q3
Increased
3.6M
+13.7%
$86.6M0.3%$23.91
40
2025-Q2
Increased
3.1M
+13.8%
$75.9M0.3%$23.56
40
2025-Q1
Increased
2.7M
+42.7%
$66.5M0.3%$23.23
47
2024-Q4
Increased
1.9M
+39.1%
$46.1M0.2%$22.86
46
2024-Q3
Increased
1.4M
+50.4%
$33.8M0.2%$22.94
48
2024-Q2
Increased
921,071
+57.8%
$21.9M0.1%$22.06
49

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

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