ISHARES TR (LDRI)
Institutional ownership reported to the SEC as of Q2 2026, across 12 quarters.
8
Reporting holders
$5.5M
Reported value
0.0%
Held as options
+1
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 | $2.0M | 78,018 | 0.00% | 6q | +7.2%+$134.5K |
| DAVENPORT & Co LLC | $1.0M | 39,824 | 0.01% | 2q | +342.9%+$788.6K |
| Treasure Coast Financial Planning | $809.2K | 31,640 | 0.39% | 6q | -14.8%-$140.3K |
| Gilbert Capital Group, Inc. | $572.3K | 22,378 | 0.40% | new | NEW |
| Creative Planning | $401.5K | 15,700 | 0.00% | 5q | HELD |
| Integrated Wealth Concepts LLC | $393.3K | 15,377 | 0.00% | 2q | +15.0%+$51.3K |
| JANE STREET GROUP, LLC | $293.2K | 11,464 | 0.00% | new | NEW |
| SHP Wealth Management | $725 | 28 | 0.00% | new | NEW |
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 | 8 | $5.5M | 214,429 | 3 | 3 | 1 | 0.0% |
| Q1 2026 | 7 | $4.1M | 159,096 | 4 | 1 | 2 | 0.0% |
| Q4 2025 | 3 | $3.1M | 121,665 | 0 | 2 | 0 | 0.0% |
| Q3 2025 | 6 | $3.3M | 129,817 | 2 | 4 | 0 | 0.0% |
| Q2 2025 | 5 | $4.3M | 167,678 | 3 | 2 | 0 | 0.0% |
| Q1 2025 | 4 | $1.5M | 60,145 | 2 | 0 | 2 | 0.0% |
| Q4 2024 | 3 | $1.5M | 59,336 | 3 | 0 | 0 | 0.0% |
| Q4 2019 | 10 | $4.6M | 181,376 | 0 | 5 | 2 | 0.0% |
| Q3 2019 | 10 | $4.1M | 161,092 | 1 | 1 | 4 | 0.0% |
| Q2 2019 | 11 | $4.3M | 172,691 | 2 | 4 | 3 | 0.0% |
| Q1 2019 | 11 | $5.4M | 215,727 | 0 | 4 | 4 | 0.0% |
| Q4 2018 | 12 | $5.5M | 223,254 | 0 | 0 | 0 | 0.0% |