Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 281,876 shares of IWB (ISHARES TR), worth $105.1M as of 2025-Q4. The position was increased (++136.2% shares). IWB represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$105.1M
Current Shares
281,876
Total Value Change
+$97.9M
Total Shares Change
+257,802
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 281,876 |
+136.2% |
| $105.1M |
| 0.3% |
| $376.20 |
58 |
| 2025-Q3 | Increased | 119,339 | +3.5% | $43.6M | 0.1% | $363.42 | 36 |
| 2025-Q2 | Increased | 115,293 | +313.1% | $39.2M | 0.2% | $335.58 | 56 |
| 2025-Q1 | Decreased | 27,907 | -3.5% | $8.6M | 0.0% | $302.55 | 0 |
| 2024-Q4 | Increased | 28,916 | +20.7% | $9.3M | 0.0% | $319.91 | 33 |
| 2024-Q3 | Decreased | 23,958 | -0.5% | $7.5M | 0.0% | $308.93 | 0 |
| 2024-Q2 | Decreased | 24,074 | -5.7% | $7.2M | 0.0% | $292.44 | 0 |