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

Lido Advisors, LLC holds 4.4M shares of IBDS (ISHARES TR), worth $105.8M as of 2026-Q2. The position was decreased (-6.1% shares). IBDS represents 0.3% of Lido Advisors, LLC's 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%$24.14
0
2026-Q1
Increased
4.7M
+30.7%
$112.7M0.3%$23.90
45
2025-Q4
Decreased
3.6M
0.0%
$86.6M0.3%$23.77
0
2025-Q3
Increased
3.6M
+13.7%
$86.6M0.3%$23.49
40
2025-Q2
Increased
3.1M
+13.8%
$75.9M0.3%$23.17
40
2025-Q1
Increased
2.7M
+42.7%
$66.5M0.3%$22.83
47
2024-Q4
Increased
1.9M
+39.1%
$46.1M0.2%$22.45
46
2024-Q3
Increased
1.4M
+50.4%
$33.8M0.2%$22.51
48

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

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