Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 3.9M shares of IVW (ISHARES TR), worth $438.2M as of 2026-Q1. The position was increased (+2.3% shares). IVW represents 1.3% of Lido Advisors, LLC's portfolio.
Current Value
$438.2M
Current Shares
3.9M
Total Value Change
+$199.7M
Total Shares Change
+1.3M
Other major holders of IVW: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Increased |
| 3.9M |
+2.3% |
| $438.2M |
| 1.3% |
| $118.67 |
50 |
| 2025-Q4 | Increased | 3.8M | +4.1% | $459.6M | 1.4% | $124.16 | 51 |
| 2025-Q3 | Increased | 3.6M | +6.5% | $439.4M | 1.4% | $120.03 | 52 |
| 2025-Q2 | Increased | 3.4M | +6.4% | $376.3M | 1.5% | $109.25 | 52 |
| 2025-Q1 | Increased | 3.2M | +2.7% | $298.2M | 1.3% | $92.24 | 50 |
| 2024-Q4 | Increased | 3.1M | +49.7% | $317.5M | 1.4% | $101.96 | 67 |
| 2024-Q3 | Decreased | 2.1M | -18.9% | $200M | 1.0% | $94.72 | 0 |
| 2024-Q2 | Increased | 2.6M | +2.8% | $238.5M | 1.3% | $91.87 | 50 |