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 | New | 1,239,704 | 31,457 | 0.44% | — | 1 | +1,239,704 | New | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 124,707 | 3,164 | 0.0% | 0.0% | 2 | +4,690 | 3.91% | Q4 2025 | Feb 06, 2026 |
| CGN Advisors LLC | History | Added to | 33,986 | 862 | 0.07% | 0.02% | 3 | +26,090 | 330.42% | Q4 2025 | Jan 05, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 20,930 | 531 | 0.1% | 0.1% | 4 | -868 | -3.98% | Q4 2025 | Jan 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 6,000 | 152 | 0.01% | — | 5 | +6,000 | New | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | New | 895 | 22 | 0.0% | — | 6 | +895 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,625 | -100.0% | Q3 2025 | Nov 14, 2025 |