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Ishares Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Ishares Tr (IBTM) 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
2026-03-31 $230k 10k 22.93
2025-12-31 $224k 9.7k 23.09

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View all positions for Lido Advisors

Top funds holding Ishares Tr

Krilogy Financial
UBS Group
Parcion Private Wealth
Morgan Stanley
Confluence Investment Management
Janney Montgomery Scott
Raymond James Financial
D.A. Davidson & Co.
Branch Banking & Trust Company
Snowden Capital Advisors
Envestnet Asset Management
Wells Fargo & Company
Legacy Private Trust
Probity Advisors
United Capital Financial Advisers

View all funds holding Ishares Tr