ISHARES TR (LDRC)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
12
Reporting holders
$68.0M
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HM PAYSON & CO | $54.1M | 2,149,822 | 0.72% | 3q | +11.3%+$5.5M |
| Gilbert Capital Group, Inc. | $4.3M | 170,750 | 3.01% | new | NEW |
| HighTower Advisors, LLC | $3.3M | 129,983 | 0.00% | 6q | +3.2%+$100.4K |
| CGN Advisors LLC | $3.0M | 118,885 | 0.22% | 4q | +2.1%+$62.0K |
| SteelPeak Wealth, LLC | $1.2M | 46,213 | 0.03% | 2q | +227.8%+$808.9K |
| Integrated Wealth Concepts LLC | $1.0M | 40,807 | 0.01% | 2q | +1.1%+$11.1K |
| Spinnaker Investment Group, LLC | $632.5K | 25,113 | 0.10% | 6q | +27.8%+$137.4K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177.8K | 7,065 | 0.01% | 3q | HELD |
| BANK OF MONTREAL /CAN/ | $124.5K | 4,945 | 0.00% | 2q | -11.3%-$15.9K |
| FIDUCIARY FINANCIAL ADVISORS | $88.6K | 3,518 | 0.01% | new | NEW |
| MORGAN STANLEY | $22.5K | 895 | 0.00% | 3q | HELD |
| Clearstead Trust, LLC | $19.3K | 765 | 0.00% | 2q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 12 | $68.0M | 2,698,761 | 2 | 6 | 1 | 0.0% |
| Q1 2026 | 14 | $61.1M | 2,420,531 | 8 | 4 | 1 | 0.0% |
| Q4 2025 | 6 | $36.2M | 1,426,222 | 3 | 2 | 1 | 0.0% |
| Q3 2025 | 6 | $5.1M | 200,500 | 1 | 1 | 3 | 0.0% |
| Q2 2025 | 8 | $5.4M | 212,547 | 2 | 2 | 3 | 0.0% |
| Q1 2025 | 6 | $5.0M | 197,162 | 3 | 2 | 1 | 0.0% |
| Q4 2024 | 4 | $2.4M | 96,111 | 4 | 0 | 0 | 0.0% |