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
Other major holders of IBDS: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 4.7M |
+30.7% |
| $112.7M |
| 0.3% |
| $24.26 |
45 |
| 2025-Q4 | Decreased | 3.6M | 0.0% | $86.6M | 0.3% | $24.21 | 0 |
| 2025-Q3 | Increased | 3.6M | +13.7% | $86.6M | 0.3% | $23.91 | 40 |
| 2025-Q2 | Increased | 3.1M | +13.8% | $75.9M | 0.3% | $23.56 | 40 |
| 2025-Q1 | Increased | 2.7M | +42.7% | $66.5M | 0.3% | $23.23 | 47 |
| 2024-Q4 | Increased | 1.9M | +39.1% | $46.1M | 0.2% | $22.86 | 46 |
| 2024-Q3 | Increased | 1.4M | +50.4% | $33.8M | 0.2% | $22.94 | 48 |
| 2024-Q2 | Increased | 921,071 | +57.8% | $21.9M | 0.1% | $22.06 | 49 |