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ITOTITOT
Showing 8 of 31 quarters

Position history for Lido Advisors, LLCLido Advisors, LLC's holdings in ISHARES CORE S&P TOTAL U.S.

Lido Advisors, LLC holds 1.6M shares of ITOT (ISHARES CORE S&P TOTAL U.S.), worth $268.5M as of 2026-Q2. The position was decreased (-4.5% shares). ITOT represents 0.7% of Lido Advisors, LLC's portfolio.

Current Value

$268.5M

Current Shares

1.6M

Total Value Change

+$230.2M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.6M
-4.5%
$268.5M0.7%$164.27
0
2026-Q1
Decreased
1.7M
-4.3%
$243.7M0.7%$142.06
0
2025-Q4
Decreased
1.8M
-2.5%
$264.7M0.8%$147.98
0
2025-Q3
Decreased
1.8M
-3.3%
$267M0.8%$144.48
0
2025-Q2
Increased
1.9M
+0.6%
$256.1M1.0%$133.57
43
2025-Q1
Decreased
1.9M
-0.1%
$230.1M1.0%$120.32
0
2024-Q4
Increased
1.9M
+519.2%
$242.9M1.1%$126.47
78
2024-Q3
Increased
304,985
+3.1%
$38.3M0.2%$123.09
36

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

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