iSHARES TRUST - LDRI
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 | Added to | 72,758 | 1,852 | 0.0% | 0.0% | 1 | +7,910 | 12.2% | Q1 2026 | May 05, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 37,127 | 945 | 0.49% | 0.53% | 2 | -2,568 | -6.47% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 15,700 | 399 | 0.0% | 0.0% | 3 | -1,422 | -8.31% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,370 | 340 | 0.0% | — | 4 | +13,370 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,950 | 278 | 0.0% | — | 5 | +10,950 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 8,991 | 228 | 0.0% | — | 6 | +8,991 | New | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 200 | 5 | 0.0% | — | 7 | +200 | New | Q1 2026 | May 15, 2026 |