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 | 78,018 | 1,995 | 0.0% | 0.0% | 1 | +5,260 | 7.23% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 39,824 | 1,018 | 0.01% | 0.0% | 2 | +30,833 | 342.93% | Q2 2026 | Jul 13, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 31,640 | 809 | 0.39% | 0.49% | 3 | -5,487 | -14.78% | Q2 2026 | Jul 29, 2026 |
| Gilbert Capital Group, Inc. | History | New | 22,378 | 572 | 0.4% | — | 4 | +22,378 | New | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 15,700 | 401 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,378 | 393 | 0.0% | 0.0% | 6 | +2,008 | 15.02% | Q2 2026 | Sep 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,464 | 293 | 0.0% | — | 7 | +11,464 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,950 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | New | 28 | 0 | — | — | — | +28 | New | Q2 2026 | Aug 11, 2026 |