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

Lido Advisors, LLC holds 1.9M shares of IVE (ISHARES TR), worth $410.5M as of 2026-Q1. The position was increased (+4.3% shares). IVE represents 1.3% of Lido Advisors, LLC's portfolio.

Current Value

$410.5M

Current Shares

1.9M

Total Value Change

+$296.8M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.9M
+4.3%
$410.5M1.3%$219.98
51
2025-Q4
Increased
1.9M
+4.2%
$386.8M1.2%$213.56
51
2025-Q3
Increased
1.8M
+9.2%
$369.3M1.2%$204.84
54
2025-Q2
Decreased
1.6M
-2.3%
$320.1M1.2%$192.62
0
2025-Q1
Increased
1.7M
+18.6%
$319.6M1.4%$186.32
57
2024-Q4
Increased
1.4M
+46.5%
$270M1.2%$187.40
66
2024-Q3
Increased
965,585
+54.6%
$190.4M0.9%$192.13
61
2024-Q2
Increased
624,680
+5.0%
$113.7M0.6%$176.93
45

Other major holders of IVE: ENVESTNET ASSET MANAGEMENT INC, JPMORGAN CHASE & CO

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