LDRCISHARES TR
CUSIP 46438G539 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (LDRC) has 14 institutional holders in Filings Flow’s 13F database, together reporting 2.42M shares worth $61M as of Q1 2026. The largest reported holders are Hm Payson & Co, Northwestern Mutual Wealth Management Co, and Hightower Advisors, LLC.
Institutional Holders
14
Q1 2026
Reported Value
$61M
Ticker
LDRC
Quarters Tracked
2
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| HM PAYSON & CO$6.9B AUM | 0.70% | $49M | 1.93M | Q1 2026 |
| CGN Advisors LLC$1.4B AUM | 0.23% | $3M | 116.4K | Q1 2026 |
| RFP Financial Group LLC$184M AUM | 0.18% | $447,896 | 17.7K | Q2 2025OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.10% | $496,306 | 19.7K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $178,417 | 7.1K | Q1 2026 |
| SteelPeak Wealth, LLC$3.9B AUM | 0.01% | $355,919 | 14.1K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.01% | $1M | 40.4K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $3M | 126.0K | Q1 2026 |
| Clearstead Trust, LLC$613M AUM | 0.00% | $19,316 | 765 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $3M | 133.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $47,809 | 1.9K | Q1 2026 |
| NVWM, LLC$449M AUM | 0.00% | $2,034 | 81 | Q2 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $140,804 | 5.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $319,981 | 12.6K | Q3 2025OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $278,907 | 11.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $137,030 | 5.4K | Q1 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $506,900 | 20.0K | Q3 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $22,711 | 895 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $2,397 | 95 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.