iShares S&P 1500 Index Fund shares owned by Lido Advisors
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Lido Advisors
from 13F filings
Historical chart of Lido Advisors investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Lido Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $267M | 1.8M | 145.65 |
| 2025-06-30 | $256M | 1.9M | 135.04 |
| 2025-03-31 | $230M | 1.9M | 122.01 |
| 2024-12-31 | $243M | 1.9M | 128.62 |
| 2024-09-30 | $38M | 305k | 125.62 |
| 2024-06-30 | $35M | 296k | 118.78 |
| 2024-03-31 | $32M | 280k | 115.30 |
| 2023-12-31 | $28M | 269k | 105.23 |
| 2023-09-30 | $24M | 254k | 94.19 |
| 2023-06-30 | $23M | 239k | 97.84 |
| 2023-03-31 | $19M | 210k | 90.55 |
| 2022-12-31 | $19M | 224k | 84.80 |
| 2022-09-30 | $9.9M | 125k | 79.53 |
| 2022-06-30 | $10M | 119k | 83.78 |
| 2022-03-31 | $11M | 113k | 100.93 |
| 2021-12-31 | $11M | 99k | 106.98 |
| 2021-09-30 | $7.9M | 81k | 98.37 |
| 2021-06-30 | $6.8M | 69k | 98.76 |
| 2021-03-31 | $4.6M | 51k | 91.60 |
| 2020-12-31 | $4.0M | 47k | 86.22 |
| 2020-09-30 | $3.2M | 42k | 75.48 |
| 2020-06-30 | $2.5M | 36k | 69.45 |
| 2020-03-31 | $2.0M | 34k | 57.20 |
| 2019-12-31 | $1.5M | 21k | 72.68 |
| 2019-09-30 | $1.2M | 18k | 67.07 |
| 2019-06-30 | $1.1M | 16k | 66.63 |
| 2019-03-31 | $783k | 12k | 64.33 |
| 2018-12-31 | $1.1M | 19k | 56.80 |
| 2018-09-30 | $1.0M | 15k | 66.91 |
| 2018-06-30 | $724k | 12k | 62.47 |
| 2018-03-31 | $699k | 12k | 60.39 |
| 2017-12-31 | $706k | 12k | 61.12 |
| 2017-09-30 | $678k | 12k | 58.84 |
| 2017-06-30 | $637k | 12k | 55.40 |
| 2017-03-31 | $329k | 6.0k | 54.92 |