ISHARES TR (LDRT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
20
Reporting holders
$101.2M
Reported value
0.0%
Calls
0.0%
Puts
+3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| CITADEL ADVISORS LLC | $1.2M | 48,698 | 0.00% | 2q | +207.9%+$825.5K |
| RFP Financial Group LLC | $842.5K | 33,367 | 0.38% | 6q | +104.1%+$429.7K |
| 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 | $101.2M | 4,030,145 | 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% |