Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 272,499 shares of IWB (ISHARES TR), worth $97.2M as of 2026-Q1. The position was decreased (-3.3% shares). IWB represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$97.2M
Current Shares
272,499
Total Value Change
+$90M
Total Shares Change
+248,425
Other major holders of IWB: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Decreased |
| 272,499 |
-3.3% |
| $97.2M |
| 0.3% |
| $373.15 |
0 |
| 2025-Q4 | 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 |