Who owns LDRC?
iShares iBonds 1-5 Year Corporate Ladder ETF · iShares
12 institutions reported holding LDRC, worth $68.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LDRC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HM Payson & Co | Portland, ME | $54.1M | 2,149,822 | +217,629 shares |
| Gilbert Capital Group, Inc. | North Yarmouth, ME | $4.3M | 170,750 | New position |
| HighTower Advisors, LLC | Chicago, IL | $3.3M | 129,983 | +3,986 shares |
| CGN Advisors LLC | Manhattan, KS | $3.0M | 118,885 | +2,463 shares |
| SteelPeak Wealth, LLC | Woodland Hills, CA | $1.2M | 46,213 | +32,117 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $1.0M | 40,807 | +441 shares |
| Spinnaker Investment Group, LLC | Newport Beach, CA | $632K | 25,113 | +5,457 shares |
| International Assets Investment Management, LLC | Orlando, FL | $178K | 7,065 | No change |
| Bank of Montreal | Toronto, Ontario, Canada | $125K | 4,945 | −631 shares |
| Fiduciary Financial Advisors | Grand Rapids, MI | $89K | 3,518 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: LDRC vs CATF, LDRC vs HYTI, LDRC vs PRSD, LDRC vs PAB.
Frequently asked questions
Who owns LDRC?
12 institutional managers reported holding LDRC in Form 13F filings for June 30, 2026, worth $68.0M in total. The largest reported position was held by HM Payson & Co, at $54.1M.
Did institutions buy or sell LDRC last quarter?
Reported 13F value rose 11.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is LDRC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.