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Ishares Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDX) 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
2024-09-30 $882k 34k 25.71
2024-06-30 $900k 37k 24.56
2024-03-31 $849k 34k 24.81
2023-12-31 $264k 11k 25.23

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View all positions for Lido Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Aptus Capital Advisors
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Golub Group
UBS Group
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Rockefeller Capital Management
Stony Point Wealth Management

View all funds holding Ishares Tr