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Ishares Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Lido Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 93k 21.26
2024-03-31 $1.9M 90k 21.40
2023-12-31 $1.4M 65k 21.64

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Microsoft Corporation Put Option (MSFT)
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View all positions for Lido Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Aptus Capital Advisors
Capital Advisors
Raymond James Financial Services Advisors
Wells Fargo & Company
Morgan Stanley
Gateway Advisory
Royal Bank of Canada
Sigma Investment Counselors
Us Bancorp
HighTower Advisors
Klingman & Associates
Monumental Financial Group
Venture Visionary Partners

View all funds holding Ishares Tr