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IBMOIBMO
14 quarters

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

Yes. Lido Advisors holds 555,766 shares of IBMO, worth $14.2M, as of its Q2 2026 13F filing. It reduced the position by 12,971 shares (-2.3%) from Q1 2026. Lido Advisors has held IBMO since Q1 2023, across 14 quarterly 13F filings.

Current Value

$14.2M

Current Shares

555,766

Total Value Change

+$13.4M

Total Shares Change

+522,879

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
555,766
-2.3%
$14.2M0.0%$25.54
0
2026-Q1
Increased
568,737
+49.8%
$14.6M0.0%$25.38
39
2025-Q4
Increased
379,673
+0.9%
$9.7M0.0%$25.28
28
2025-Q3
Increased
376,215
+17.9%
$9.7M0.0%$25.10
32
2025-Q2
Increased
319,096
+13.0%
$8.2M0.0%$24.92
31
2025-Q1
Increased
282,329
+91.8%
$7.2M0.0%$24.71
43
2024-Q4
Increased
147,235
+156.1%
$3.7M0.0%$24.52
43
2024-Q3
Increased
57,490
+72.9%
$1.5M0.0%$24.53
38
2024-Q2
Increased
33,257
+0.5%
$842,0800.0%$24.08
25
2024-Q1
Decreased
33,081
-13.0%
$838,5950.0%$23.97
0
2023-Q4
Increased
38,014
+40.2%
$969,7660.0%$24.05
33
2023-Q3
Decreased
27,118
-2.8%
$672,7980.0%$23.25
0
2023-Q2
Decreased
27,890
-15.2%
$702,2710.0%$23.50
0
2023-Q1
New
32,887
-
$839,6050.0%$23.73
34

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

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