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IWR

Showing 9 of 26 quarters

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

Yes. Lido Advisors holds 994,593 shares of IWR, worth $106.1M, as of its Q3 2026 13F filing. It increased the position by 54,244 shares (+5.8%) from Q2 2026. Lido Advisors has held IWR since Q4 2020, across 24 quarterly 13F filings. IWR is 0.3% of Lido Advisors' reported 13F portfolio.

Current Value

$106.1M

Current Shares

994,593

Total Value Change

+$94.1M

Total Shares Change

+857,597

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
994,593
+5.8%
$106.1M0.3%$106.71
38
2026-Q2
Increased
940,349
+2.5%
$103.7M0.3%$109.99
37
2026-Q1
Increased
917,285
+3.6%
$89.2M0.3%$96.68
37
2025-Q4
Decreased
885,351
-3.7%
$85.3M0.3%$95.47
0
2025-Q3
Decreased
918,943
-0.7%
$88.7M0.3%$95.36
0
2025-Q2
Decreased
925,751
-2.2%
$85.1M0.3%$90.54
0
2025-Q1
Increased
946,496
+4.4%
$80.5M0.4%$83.50
37
2024-Q4
Increased
906,836
+561.9%
$80.2M0.4%$86.50
57
2024-Q3
Decreased
136,996
-6.9%
$12.1M0.1%$86.54
0

Other major holders of IWR: Jones Financial Companies LLLP, Bank of America Corp.

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