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ITOTITOT
Showing 8 of 31 quarters

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

Yes. Lido Advisors holds 1,634,628 shares of ITOT, worth $268.5M, as of its Q2 2026 13F filing. It reduced the position by 76,422 shares (-4.5%) from Q1 2026. Lido Advisors has held ITOT in every 13F on record since Q4 2018, 31 quarterly filings. ITOT is 0.7% of Lido Advisors' reported 13F 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

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