iSHARES TRUST - LDRC

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$67.96M
QoQ value delta ($000)
+$6.988M (+11.46%)
Implied price effect (QoQ)
-0.25%
Shares
Total shares
2,698,761
QoQ shares delta
+283,657 (+11.75%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (LDRC)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
HM PAYSON & CO 54,143 2,149,822 0.72%
Gilbert Capital Group, Inc. 4,300 170,750 3.01%
HighTower Advisors, LLC 3,273 129,983 0.0%
CGN Advisors LLC 2,994 118,885 0.22%
SteelPeak Wealth, LLC 1,163 46,213 0.03%
Integrated Wealth Concepts LLC 1,027 40,807 0.01%
Spinnaker Investment Group, LLC 632 25,113 0.1%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 177 7,065 0.01%
BANK OF MONTREAL /CAN/ 124 4,945 0.0%
FIDUCIARY FINANCIAL ADVISORS 88 3,518 0.01%
MORGAN STANLEY 22 895 0.0%
Clearstead Trust, LLC 19 765 0.0%