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 | New | 249,726 | 6,321 | 0.09% | — | 1 | +249,726 | New | Q4 2025 | Feb 12, 2026 |
| Treasure Coast Financial Planning | History | Added to | 68,520 | 1,734 | 0.92% | 0.94% | 2 | +2,197 | 3.31% | Q4 2025 | Jan 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,200 | 1,523 | 0.0% | 0.0% | 3 | +11,029 | 22.43% | Q4 2025 | Feb 06, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 43,073 | 1,090 | 0.2% | 0.2% | 4 | +1,928 | 4.69% | Q4 2025 | Jan 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 39,875 | 1,009 | 0.0% | — | 5 | +39,875 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 24,888 | 630 | 0.0% | 0.0% | 6 | +13,190 | 112.75% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,197 | 561 | 0.0% | 0.0% | 7 | -15,238 | -40.71% | Q4 2025 | Feb 12, 2026 |
| RFP Financial Group LLC | History | Reduced | 19,563 | 495 | 0.24% | 0.23% | 8 | -2,769 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 10,000 | 253 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 126 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| UBS Group AG | History | New | 110 | 2 | 0.0% | — | 11 | +110 | New | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -14,521 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,524 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |