# ISHARES TR (LDRT)

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

- Reporting holders: 20
- Reported value: $101.2M
- 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 |
|---|---|---|---|---|
| [HM PAYSON & CO](https://holderbook.com/funds/928052-hm-payson-co/) | $47.7M | 1,899,940 | 0.6% | 3 |
| [Beaumont Financial Advisors, LLC](https://holderbook.com/funds/1957394-beaumont-financial-advisors-llc/) | $26.8M | 1,069,444 | 1.7% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $15.3M | 610,004 | 0.0% | 5 |
| [HighTower Advisors, LLC](https://holderbook.com/funds/1462245-hightower-advisors-llc/) | $1.8M | 73,189 | 0.0% | 6 |
| [Treasure Coast Financial Planning](https://holderbook.com/funds/1911307-treasure-coast-financial-planning/) | $1.7M | 68,889 | 0.8% | 7 |
| [Gilbert Capital Group, Inc.](https://holderbook.com/funds/2035854-gilbert-capital-group-inc/) | $1.6M | 62,169 | 1.1% | 1 |
| [Spinnaker Investment Group, LLC](https://holderbook.com/funds/1911067-spinnaker-investment-group-llc/) | $1.4M | 56,192 | 0.2% | 6 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $1.4M | 54,946 | 0.0% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.2M | 48,698 | 0.0% | 2 |
| [RFP Financial Group LLC](https://holderbook.com/funds/1956564-rfp-financial-group-llc/) | $842.5K | 33,367 | 0.4% | 6 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $410.4K | 16,349 | 0.0% | 1 |
| [Advisory Services Network, LLC](https://holderbook.com/funds/1573876-advisory-services-network-llc/) | $279.2K | 11,123 | 0.0% | 2 |
| [Strategic Blueprint, LLC](https://holderbook.com/funds/1767821-strategic-blueprint-llc/) | $251.1K | 10,000 | 0.0% | 7 |
| [CARY STREET PARTNERS INVESTMENT ADVISORY LLC](https://holderbook.com/funds/1766904-cary-street-partners-investment-advisory-llc/) | $120.3K | 4,790 | 0.0% | 1 |
| [CARY STREET PARTNERS FINANCIAL LLC](https://holderbook.com/funds/1475045-cary-street-partners-financial-llc/) | $95.0K | 3,785 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $83.5K | 3,327 | 0.0% | 3 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $44.5K | 1,774 | 0.0% | 1 |
| [FIFTH THIRD BANCORP](https://holderbook.com/funds/35527-fifth-third-bancorp/) | $37.5K | 1,492 | 0.0% | 1 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $13.7K | 544 | 0.0% | 1 |
| [Clearstead Trust, LLC](https://holderbook.com/funds/1708001-clearstead-trust-llc/) | $3.1K | 123 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 20 | $101.2M |
| Q1 2026 | 17 | $51.1M |
| Q4 2025 | 12 | $13.6M |
| Q3 2025 | 11 | $7.0M |
| Q2 2025 | 10 | $11.5M |
| Q1 2025 | 8 | $11.9M |
| Q4 2024 | 5 | $1.8M |