iSHARES TRUST - LDRT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Added to | 1,899,940 | 47,697 | 0.63% | 0.57% | 1 | +347,290 | 22.37% | Q2 2026 | Jul 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 1,069,444 | 26,848 | 1.71% | 0.24% | 2 | +928,483 | 658.68% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 610,004 | 15,314 | 0.0% | 0.0% | 3 | +566,223 | 1293.31% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 73,189 | 1,837 | 0.0% | 0.0% | 4 | +6,226 | 9.3% | Q2 2026 | Aug 05, 2026 |
| Treasure Coast Financial Planning | History | Reduced | 68,889 | 1,729 | 0.84% | 0.94% | 5 | -3,142 | -4.36% | Q2 2026 | Jul 29, 2026 |
| Gilbert Capital Group, Inc. | History | New | 62,169 | 1,560 | 1.09% | — | 6 | +62,169 | New | Q2 2026 | Jul 13, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 56,192 | 1,410 | 0.23% | 0.21% | 7 | +15,804 | 39.13% | Q2 2026 | Jul 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,946 | 1,379 | 0.0% | 0.0% | 8 | +31,331 | 132.67% | Q2 2026 | Aug 14, 2026 |
| RFP Financial Group LLC | History | Added to | 33,367 | 842 | 0.38% | 0.22% | 9 | +17,019 | 104.1% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,349 | 611 | 0.0% | 0.0% | 10 | +8,531 | 53.93% | Q2 2026 | Sep 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 16,349 | 410 | 0.0% | — | 11 | +16,349 | New | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,123 | 279 | 0.0% | 0.0% | 12 | +2,000 | 21.92% | Q2 2026 | Aug 12, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,000 | 251 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 4,790 | 120 | 0.02% | — | 14 | +4,790 | New | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 3,785 | 95 | 0.0% | — | 15 | +3,785 | New | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,327 | 83 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,492 | 37 | 0.0% | — | 17 | +1,492 | New | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 544 | 13 | 0.0% | — | 18 | +544 | New | Q2 2026 | Aug 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 126 | 3 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 123 | 3 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,926 | -100.0% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,171 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -621 | -100.0% | Q2 2026 | Aug 13, 2026 |