Who owns LDRT?
iShares iBonds 1-5 Year Treasury Ladder ETF · iShares
20 institutions reported holding LDRT, worth $100.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of LDRT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HM Payson & Co | Portland, ME | $47.7M | 1,899,940 | +347,290 shares |
| Beaumont Financial Advisors, LLC | Needham, MA | $26.8M | 1,069,444 | +928,483 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $15.3M | 610,004 | +566,223 shares |
| HighTower Advisors, LLC | Chicago, IL | $1.8M | 73,189 | +6,226 shares |
| Treasure Coast Financial Planning | Vero Beach, FL | $1.7M | 68,889 | −3,142 shares |
| Gilbert Capital Group, Inc. | North Yarmouth, ME | $1.6M | 62,169 | New position |
| Spinnaker Investment Group, LLC | Newport Beach, CA | $1.4M | 56,192 | +15,804 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $1.4M | 54,946 | +31,331 shares |
| RFP Financial Group LLC | Atlanta, GA | $842K | 33,367 | +17,019 shares |
| Citadel Advisors LLC | Miami, FL | $611K | 24,349 | +8,531 shares |
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.
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Frequently asked questions
Who owns LDRT?
20 institutional managers reported holding LDRT in Form 13F filings for June 30, 2026, worth $100.6M in total. The largest reported position was held by HM Payson & Co, at $47.7M.
Did institutions buy or sell LDRT last quarter?
Reported 13F value rose 97.0% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 3 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 LDRT 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.