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iShares S&P SmallCap 600 Index shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $43M 361k 118.83
2025-06-30 $29M 265k 110.36
2025-03-31 $30M 280k 105.58
2024-12-31 $33M 288k 115.22
2024-09-30 $16M 137k 116.96
2024-06-30 $15M 144k 106.66
2024-03-31 $16M 147k 110.52
2023-12-31 $16M 148k 108.25
2023-09-30 $15M 154k 94.33
2023-06-30 $14M 139k 99.65
2023-03-31 $15M 157k 96.70
2022-12-31 $4.7M 50k 94.64
2022-09-30 $3.9M 45k 87.17
2022-06-30 $3.5M 38k 92.41
2022-03-31 $4.1M 38k 107.86
2021-12-31 $4.1M 36k 114.50
2021-09-30 $3.8M 81k 46.85
2021-06-30 $3.5M 31k 112.97
2021-03-31 $3.1M 29k 108.53
2020-12-31 $2.2M 24k 91.86
2020-09-30 $1.5M 22k 70.25
2020-06-30 $1.4M 21k 68.27
2020-03-31 $1.2M 21k 56.09
2019-12-31 $1.9M 23k 83.85
2019-09-30 $2.0M 26k 77.86
2019-06-30 $1.7M 22k 78.24
2019-03-31 $1.7M 22k 77.13
2018-12-31 $1.4M 20k 69.27
2018-09-30 $1.8M 21k 87.51
2018-06-30 $1.8M 22k 83.45
2018-03-31 $1.4M 19k 76.98
2017-12-31 $1.3M 18k 76.76
2017-09-30 $1.3M 18k 74.82
2017-06-30 $610k 8.7k 70.08
2017-03-31 $510k 7.3k 69.43
2016-12-31 $894k 6.5k 137.48
2016-09-30 $417k 3.4k 124.14
2016-06-30 $396k 3.4k 116.27
2016-03-31 $256k 2.3k 112.38

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple (AAPL)
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 S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index