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IBDTIBDT
13 quarters

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

Lido Advisors, LLC holds 4.2M shares of IBDT (ISHARES TR), worth $106.7M as of 2026-Q2. The position was decreased (-5.6% shares). IBDT represents 0.3% of Lido Advisors, LLC's portfolio.

Current Value

$106.7M

Current Shares

4.2M

Total Value Change

+$106.3M

Total Shares Change

+4.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4.2M
-5.6%
$106.7M0.3%$25.07
0
2026-Q1
Increased
4.5M
+85.0%
$113.4M0.3%$24.87
56
2025-Q4
Increased
2.4M
+0.6%
$61.7M0.2%$24.81
35
2025-Q3
Increased
2.4M
+13.9%
$61.4M0.2%$24.49
40
2025-Q2
Increased
2.1M
+12.9%
$53.7M0.2%$24.12
40
2025-Q1
Increased
1.9M
+59.6%
$47.2M0.2%$23.69
50
2024-Q4
Increased
1.2M
+53.1%
$29.2M0.1%$23.18
48
2024-Q3
Increased
765,310
+52.5%
$19.5M0.1%$23.40
40
2024-Q2
Increased
501,834
+132.3%
$12.4M0.1%$22.44
45
2024-Q1
Increased
216,001
+54.0%
$5.4M0.0%$22.31
38
2023-Q4
Increased
140,308
+414.7%
$3.5M0.0%$22.30
43
2023-Q3
Increased
27,259
+70.5%
$655,0340.0%$21.04
36
2023-Q2
New
15,984
-
$391,6080.0%$21.22
33

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

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