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IBHGIBHG
Showing 8 of 11 quarters

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

Yes. Lido Advisors holds 57,324 shares of IBHG, worth $1.3M, as of its Q2 2026 13F filing. It reduced the position by 25,685 shares (-30.9%) from Q1 2026. Lido Advisors has held IBHG since Q4 2023, across 11 quarterly 13F filings.

Current Value

$1.3M

Current Shares

57,324

Total Value Change

-$746,340

Total Shares Change

-31,705

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
57,324
-30.9%
$1.3M0.0%$21.87
0
2026-Q1
Decreased
83,009
-10.9%
$1.8M0.0%$21.60
0
2025-Q4
Increased
93,186
+0.4%
$2.1M0.0%$21.58
26
2025-Q3
Decreased
92,787
-4.5%
$2.1M0.0%$21.31
0
2025-Q2
Decreased
97,198
-4.6%
$2.2M0.0%$21.02
0
2025-Q1
Decreased
101,863
-22.2%
$2.3M0.0%$20.48
0
2024-Q4
Increased
130,896
+47.0%
$2.9M0.0%$20.19
36
2024-Q3
Increased
89,029
+13.8%
$2M0.0%$20.05
29

Other major holders of IBHG: UBS Group AG, LPL Financial LLC, Federation des caisses Desjardins du Quebec

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