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

Lido Advisors, LLC holds 4.5M shares of IBDT (ISHARES TR), worth $113.4M as of 2026-Q1. The position was increased (+85.0% shares). IBDT represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$113.4M

Current Shares

4.5M

Total Value Change

+$100.9M

Total Shares Change

+4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
4.5M
+85.0%
$113.4M0.3%$25.43
56
2025-Q4
Increased
2.4M
+0.6%
$61.7M0.2%$25.37
35
2025-Q3
Increased
2.4M
+13.9%
$61.4M0.2%$25.03
40
2025-Q2
Increased
2.1M
+12.9%
$53.7M0.2%$24.64
40
2025-Q1
Increased
1.9M
+59.6%
$47.2M0.2%$24.22
50
2024-Q4
Increased
1.2M
+53.1%
$29.2M0.1%$23.73
48
2024-Q3
Increased
765,310
+52.5%
$19.5M0.1%$23.97
40
2024-Q2
Increased
501,834
+132.3%
$12.4M0.1%$22.94
45

Other major holders of IBDT: BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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