Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 1.8M shares of ITOT (ISHARES TR), worth $264.7M as of 2025-Q4. The position was decreased (-2.5% shares). ITOT represents 0.8% of Lido Advisors, LLC's portfolio.
Current Value
$264.7M
Current Shares
1.8M
Total Value Change
+$229.5M
Total Shares Change
+1.5M
Other major holders of ITOT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS, BlackRock, Inc.
Decreased |
| 1.8M |
-2.5% |
| $264.7M |
| 0.8% |
| $149.80 |
0 |
| 2025-Q3 | Decreased | 1.8M | -3.3% | $267M | 0.8% | $144.73 | 0 |
| 2025-Q2 | Increased | 1.9M | +0.6% | $256.1M | 1.0% | $133.52 | 43 |
| 2025-Q1 | Decreased | 1.9M | -0.1% | $230.1M | 1.0% | $120.29 | 0 |
| 2024-Q4 | Increased | 1.9M | +519.2% | $242.9M | 1.1% | $127.50 | 78 |
| 2024-Q3 | Increased | 304,985 | +3.1% | $38.3M | 0.2% | $123.23 | 36 |
| 2024-Q2 | Increased | 295,764 | +5.7% | $35.1M | 0.2% | $116.52 | 37 |