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 | 64,848 | 1,636 | 0.0% | 0.0% | 1 | +12,585 | 24.08% | Q4 2025 | Feb 06, 2026 |
| Treasure Coast Financial Planning | History | Added to | 39,695 | 1,001 | 0.53% | 0.53% | 2 | +2,668 | 7.21% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | No change | 17,122 | 432 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,074 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,328 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 13, 2025 |