# ISHARES TR (LDRI)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/LDRI/

- Reporting holders: 8
- Reported value: $5.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $2.0M | 78,018 | 0.0% | 6 |
| [DAVENPORT & Co LLC](https://holderbook.com/funds/887777-davenport-co-llc/) | $1.0M | 39,824 | 0.0% | 2 |
| [Treasure Coast Financial Planning](https://holderbook.com/funds/1911307-treasure-coast-financial-planning/) | $809.2K | 31,640 | 0.4% | 6 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $786.6K | 30,755 | 0.0% | 2 |
| [Gilbert Capital Group, Inc.](https://holderbook.com/funds/2035854-gilbert-capital-group-inc/) | $572.3K | 22,378 | 0.4% | 1 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $401.5K | 15,700 | 0.0% | 5 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $293.2K | 11,464 | 0.0% | 1 |
| [SHP Wealth Management](https://holderbook.com/funds/1807060-shp-wealth-management/) | $725 | 28 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $5.9M |
| Q1 2026 | 7 | $4.1M |
| Q4 2025 | 3 | $3.1M |
| Q3 2025 | 6 | $3.3M |
| Q2 2025 | 5 | $4.3M |
| Q1 2025 | 4 | $1.5M |
| Q4 2024 | 3 | $1.5M |
| Q4 2019 | 10 | $4.6M |
| Q3 2019 | 10 | $4.1M |
| Q2 2019 | 11 | $4.3M |
| Q1 2019 | 11 | $5.4M |
| Q4 2018 | 12 | $5.5M |