ISHARES TR (LDRT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
20
Reporting holders
$100.6M
Reported value
0.0%
Held as options
+3
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 | $47.7M | 1,899,940 | 0.63% | 3q | +22.4%+$8.7M |
| Beaumont Financial Advisors, LLC | $26.8M | 1,069,444 | 1.71% | 2q | +658.7%+$23.3M |
| ROYAL BANK OF CANADA | $15.3M | 610,004 | 0.00% | 5q | +1293.3%+$14.2M |
| HighTower Advisors, LLC | $1.8M | 73,189 | 0.00% | 6q | +9.3%+$156.3K |
| Treasure Coast Financial Planning | $1.7M | 68,889 | 0.84% | 7q | -4.4%-$78.9K |
| Gilbert Capital Group, Inc. | $1.6M | 62,169 | 1.09% | new | NEW |
| Spinnaker Investment Group, LLC | $1.4M | 56,192 | 0.23% | 6q | +39.1%+$396.8K |
| OSAIC HOLDINGS, INC. | $1.4M | 54,946 | 0.00% | 2q | +132.7%+$786.6K |
| RFP Financial Group LLC | $842.5K | 33,367 | 0.38% | 6q | +104.1%+$429.7K |
| CITADEL ADVISORS LLC | $611.3K | 24,349 | 0.00% | 2q | +53.9%+$214.2K |
| RAYMOND JAMES FINANCIAL INC | $410.4K | 16,349 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $279.2K | 11,123 | 0.00% | 2q | +21.9%+$50.2K |
| Strategic Blueprint, LLC | $251.1K | 10,000 | 0.01% | 7q | HELD |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $120.3K | 4,790 | 0.02% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $95.0K | 3,785 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $83.5K | 3,327 | 0.00% | 3q | -50.0%-$83.5K |
| Integrated Wealth Concepts LLC | $44.5K | 1,774 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $37.5K | 1,492 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $13.7K | 544 | 0.00% | new | NEW |
| Clearstead Trust, LLC | $3.1K | 123 | 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 | 20 | $100.6M | 4,005,796 | 7 | 9 | 2 | 0.0% |
| Q1 2026 | 17 | $51.1M | 2,025,299 | 7 | 6 | 2 | 0.0% |
| Q4 2025 | 12 | $13.6M | 538,279 | 3 | 5 | 2 | 0.0% |
| Q3 2025 | 11 | $7.0M | 277,966 | 2 | 5 | 2 | 0.0% |
| Q2 2025 | 10 | $11.5M | 454,580 | 3 | 1 | 4 | 0.0% |
| Q1 2025 | 8 | $11.9M | 469,578 | 6 | 1 | 0 | 0.0% |
| Q4 2024 | 5 | $1.8M | 73,211 | 5 | 0 | 0 | 0.0% |