ISHARES TR (LDRH)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
6
Reporting holders
$13.1M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $12.2M | 495,136 | 0.01% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $423.3K | 17,171 | 0.03% | 3q | HELD |
| Bank of Marin | $382.7K | 15,519 | 0.27% | 2q | +14.8%+$49.4K |
| FIDUCIARY FINANCIAL ADVISORS | $88.1K | 3,571 | 0.01% | new | NEW |
| UBS Group AG | $5.8K | 236 | 0.00% | 2q | -8.9% |
| WELLS FARGO & COMPANY/MN | $5.1K | 207 | 0.00% | 2q | -50.0%-$5.1K |
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 | 6 | $13.1M | 531,840 | 2 | 1 | 2 | 0.0% |
| Q1 2026 | 6 | $1.3M | 50,939 | 4 | 1 | 0 | 0.0% |
| Q4 2025 | 2 | $403.8K | 16,198 | 1 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $79.5K | 3,161 | 1 | 0 | 1 | 0.0% |
| Q2 2025 | 1 | $825.2K | 33,000 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $1.6M | 63,349 | 1 | 0 | 1 | 0.0% |
| Q4 2024 | 2 | $1.4M | 56,884 | 2 | 0 | 0 | 0.0% |