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 | 1,932,193 | 48,787 | 0.7% | 0.44% | 1 | +692,489 | 55.86% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 133,707 | 3,376 | 0.0% | — | 2 | +133,707 | New | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 125,997 | 3,181 | 0.0% | 0.0% | 3 | +1,290 | 1.03% | Q1 2026 | May 05, 2026 |
| CGN Advisors LLC | History | Added to | 116,422 | 2,939 | 0.23% | 0.07% | 4 | +82,436 | 242.56% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 40,366 | 1,019 | 0.01% | — | 5 | +40,366 | New | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 19,656 | 496 | 0.1% | 0.1% | 6 | -1,274 | -6.09% | Q1 2026 | Apr 08, 2026 |
| SteelPeak Wealth, LLC | History | New | 14,096 | 355 | 0.01% | — | 7 | +14,096 | New | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 11,046 | 278 | 0.0% | — | 8 | +11,046 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 7,065 | 178 | 0.01% | 0.01% | 9 | +1,065 | 17.75% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 5,576 | 140 | 0.0% | — | 10 | +5,576 | New | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 5,427 | 137 | 0.0% | — | 11 | +5,427 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 1,893 | 47 | 0.0% | — | 12 | +1,893 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 895 | 22 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | New | 765 | 19 | 0.0% | — | 14 | +765 | New | Q1 2026 | May 06, 2026 |