Position history for Lido Advisors, LLC's holdings in ISHARES TR
Lido Advisors, LLC holds 426,268 shares of IWY (ISHARES TR), worth $106.1M as of 2026-Q1. The position was decreased (-7.1% shares). IWY represents 0.3% of Lido Advisors, LLC's portfolio.
Current Value
$106.1M
Current Shares
426,268
Total Value Change
+$105.8M
Total Shares Change
+425,255
Other major holders of IWY: Kestra Advisory Services, LLC, TIAA TRUST, NATIONAL ASSOCIATION
Decreased |
| 426,268 |
-7.1% |
| $106.1M |
| 0.3% |
| $261.70 |
0 |
| 2025-Q4 | Decreased | 459,007 | -2.9% | $127.1M | 0.4% | $278.93 | 0 |
| 2025-Q3 | Increased | 472,601 | +0.1% | $129.3M | 0.4% | $271.67 | 36 |
| 2025-Q2 | Decreased | 471,888 | -5.8% | $116.3M | 0.5% | $244.27 | 0 |
| 2025-Q1 | Increased | 501,013 | +0.1% | $105.7M | 0.5% | $209.87 | 36 |
| 2024-Q4 | Increased | 500,502 | +493x | $117.8M | 0.5% | $236.18 | 68 |
| 2024-Q3 | New | 1,013 | - | $222,911 | 0.0% | $217.61 | 32 |