How many shares of IVE does Lido Advisors, LLC own?

As of 2026-Q2, Lido Advisors, LLC holds 2.1M shares of IVE (ISHARES S&P 500/BARRA VALUE).

What is Lido Advisors, LLC's IVE position worth?

As of 2026-Q2, Lido Advisors, LLC's IVE position is worth $483.6M.

In 2026-Q2, Lido Advisors, LLC increased their IVE position (+9.5% change in shares).

Based on available 13F filings, Lido Advisors, LLC first reported a position in IVE in 2018-Q4. They have held the position across 31 quarters.

Position history for Lido Advisors, LLC's holdings in ISHARES S&P 500/BARRA VALUE

Current Value

$483.6M

Current Shares

2.1M

Total Value Change

+$442.5M

Total Shares Change

+1.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2.1M	+9.5%	$483.6M	1.3%	$227.06	54
2026-Q1	Increased	1.9M	+4.3%	$410.5M	1.3%	$219.98	51
2025-Q4	Increased	1.9M	+4.2%	$386.8M	1.2%	$213.56	51
2025-Q3	Increased	1.8M	+9.2%	$369.3M	1.2%	$204.84	54
2025-Q2	Decreased	1.6M	-2.3%	$320.1M	1.2%	$192.62	0
2025-Q1	Increased	1.7M	+18.6%	$319.6M	1.4%	$186.32	57
2024-Q4	Increased	1.4M	+46.5%	$270M	1.2%	$187.40	66
2024-Q3	Increased	965,585	+54.6%	$190.4M	0.9%	$192.13	61
2024-Q2	Increased	624,680	+5.0%	$113.7M	0.6%	$176.93	45
2024-Q1	Decreased	594,800	-32.4%	$111.1M	0.7%	$180.76	0
2023-Q4	Increased	880,411	+0.4%	$153.1M	1.0%	$167.49	48
2023-Q3	Increased	877,271	+10.8%	$135M	1.0%	$147.50	53
2023-Q2	Decreased	792,047	-9.7%	$127.7M	0.9%	$152.20	0
2023-Q1	Increased	877,314	+5.0%	$127,081	0.0%	$142.30	23
2022-Q4	Decreased	835,400	-0.4%	$121.2M	1.5%	$137.21	0
2022-Q3	Decreased	838,941	-26.8%	$107.8M	1.4%	$122.49	0
2022-Q2	Decreased	1.1M	-2.7%	$157.5M	2.1%	$129.04	0
2022-Q1	Increased	1.2M	+128.8%	$183.5M	2.0%	$146.86	84
2021-Q4	Increased	515,049	+6.5%	$80.7M	0.9%	$145.15	45
2021-Q3	Decreased	483,512	-42.6%	$70.3M	1.0%	$136.25	0
2021-Q2	Increased	841,977	+16.4%	$124.3M	1.7%	$134.59	55
2021-Q1	Increased	723,254	+98.5%	$102.2M	1.8%	$129.58	76
2020-Q4	Decreased	364,326	-13.7%	$46.6M	1.0%	$115.37	0
2020-Q3	Decreased	422,313	-26.8%	$47.5M	1.2%	$100.70	0
2020-Q2	Increased	577,180	+2.5%	$62.5M	1.9%	$95.90	48
2020-Q1	Increased	563,397	+6.9%	$54.2M	2.3%	$87.34	54
2019-Q4	Increased	526,989	+8.9%	$68.6M	2.7%	$114.56	55
2019-Q3	Decreased	483,838	-7.6%	$57.6M	2.9%	$104.10	0
2019-Q2	Increased	523,823	+10.0%	$61.1M	3.5%	$101.76	60
2019-Q1	Increased	476,084	+17.2%	$53.7M	3.5%	$97.86	63
2018-Q4	New	406,088	-	$41.1M	4.1%	$86.64	81