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Ishares Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDZ) 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
2025-09-30 $5.4M 205k 26.47
2025-06-30 $4.5M 174k 26.13
2025-03-31 $4.1M 159k 25.79
2024-12-31 $3.4M 135k 25.45

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
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Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Microsoft Corporation (MSFT)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Broadcom (AVGO)

View all positions for Lido Advisors

Top funds holding Ishares Tr

Capital Investment Advisors
Golub Group
Royal Bank of Canada
Summit Financial
Mb, Levis & Associates
PFG Private Wealth Management
UBS Group
Us Bancorp
Arrow Financial Corp.
HighTower Advisors
Guidance Point Advisors
Paradigm, Strategies in Wealth Management
Lido Advisors
Krilogy Financial
Nestegg Advisors

View all funds holding Ishares Tr