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 |
| CGN Advisors LLC | History | Added to | 116,422 | 2,939 | 0.23% | 0.07% | 2 | +82,436 | 242.56% | Q1 2026 | Apr 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 19,656 | 496 | 0.1% | 0.1% | 3 | -1,274 | -6.09% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -124,707 | -100.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,000 | -100.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -895 | -100.0% | Q4 2025 | Feb 13, 2026 |