iSHARES TRUST - LDRC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Added to | 2,149,822 | 54,143 | 0.72% | 0.7% | 1 | +217,629 | 11.26% | Q2 2026 | Jul 17, 2026 |
| Gilbert Capital Group, Inc. | History | New | 170,750 | 4,300 | 3.01% | — | 2 | +170,750 | New | Q2 2026 | Jul 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 129,983 | 3,273 | 0.0% | 0.0% | 3 | +3,986 | 3.16% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | Added to | 118,885 | 2,994 | 0.22% | 0.23% | 4 | +2,463 | 2.12% | Q2 2026 | Jul 06, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 46,213 | 1,163 | 0.03% | 0.01% | 5 | +32,117 | 227.84% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 40,807 | 1,027 | 0.01% | 0.01% | 6 | +441 | 1.09% | Q2 2026 | Sep 08, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 25,113 | 632 | 0.1% | 0.1% | 7 | +5,457 | 27.76% | Q2 2026 | Jul 10, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 7,065 | 177 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,945 | 124 | 0.0% | 0.0% | 9 | -631 | -11.32% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,518 | 88 | 0.01% | — | 10 | +3,518 | New | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 895 | 22 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 765 | 19 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -133,707 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,046 | -100.0% | Q2 2026 | Sep 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -5,427 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,893 | -100.0% | Q2 2026 | Aug 12, 2026 |