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

Lido Advisors, LLC holds 1.7M shares of ITOT (ISHARES TR), worth $243.7M as of 2026-Q1. The position was decreased (-4.3% shares). ITOT represents 0.7% of Lido Advisors, LLC's portfolio.

Current Value

$243.7M

Current Shares

1.7M

Total Value Change

+$208.6M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.7M
-4.3%
$243.7M0.7%$148.83
0
2025-Q4
Decreased
1.8M
-2.5%
$264.7M0.8%$149.80
0
2025-Q3
Decreased
1.8M
-3.3%
$267M0.8%$144.73
0
2025-Q2
Increased
1.9M
+0.6%
$256.1M1.0%$133.52
43
2025-Q1
Decreased
1.9M
-0.1%
$230.1M1.0%$120.29
0
2024-Q4
Increased
1.9M
+519.2%
$242.9M1.1%$127.50
78
2024-Q3
Increased
304,985
+3.1%
$38.3M0.2%$123.23
36
2024-Q2
Increased
295,764
+5.7%
$35.1M0.2%$116.52
37

Other major holders of ITOT: BlackRock, Inc., WELLS FARGO & COMPANY/MN

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