Back to Lido Advisors, LLC Lido Advisors, LLC

IBDWIBDW
14 quarters

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

Yes. Lido Advisors holds 603,204 shares of IBDW, worth $12.6M, as of its Q2 2026 13F filing. It reduced the position by 93,241 shares (-13.4%) from Q1 2026. Lido Advisors has held IBDW since Q1 2023, across 14 quarterly 13F filings.

Current Value

$12.6M

Current Shares

603,204

Total Value Change

-$6.7M

Total Shares Change

-332,185

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
603,204
-13.4%
$12.6M0.0%$20.68
0
2026-Q1
Decreased
696,445
-2.2%
$14.6M0.0%$20.52
0
2025-Q4
Increased
712,060
+1.7%
$15.1M0.0%$20.58
29
2025-Q3
Increased
700,047
+0.1%
$14.9M0.0%$20.32
28
2025-Q2
Decreased
698,994
-1.6%
$14.7M0.1%$19.91
0
2025-Q1
Decreased
710,685
-19.7%
$14.7M0.1%$19.39
0
2024-Q4
Increased
884,677
+22.9%
$18M0.1%$18.86
34
2024-Q3
Decreased
719,912
-12.3%
$15.3M0.1%$19.35
0
2024-Q2
Decreased
820,897
-5.5%
$16.7M0.1%$18.28
0
2024-Q1
Decreased
869,085
-5.0%
$17.8M0.1%$18.22
0
2023-Q4
Decreased
915,172
-0.6%
$19M0.1%$18.32
0
2023-Q3
Decreased
920,627
-5.8%
$17.8M0.1%$16.82
0
2023-Q2
Increased
977,627
+4.5%
$19.8M0.1%$17.38
36
2023-Q1
New
935,389
-
$19.3M0.2%$17.50
47

Other major holders of IBDW: Aptus Capital Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used