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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVENPORT & Co LLC | History | New | 8,991 | 228 | 0.0% | — | 1 | +8,991 | New | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64,848 | -100.0% | Q4 2025 | Feb 06, 2026 |
| Treasure Coast Financial Planning | History | Closed out | 0 | 0 | — | 0.53% | — | -39,695 | -100.0% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -17,122 | -100.0% | Q4 2025 | Feb 17, 2026 |