iSHARES TRUST - LDRH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | New | 495,136 | 12,210 | 0.01% | — | 1 | +495,136 | New | Q2 2026 | Aug 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 17,171 | 423 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of Marin | History | Added to | 15,519 | 382 | 0.27% | 0.24% | 3 | +2,004 | 14.83% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,571 | 88 | 0.01% | — | 4 | +3,571 | New | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 236 | 5 | 0.0% | 0.0% | 6 | -23 | -8.88% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 207 | 5 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 161 | 3 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,419 | -100.0% | Q2 2026 | Aug 14, 2026 |