LDRI ISHARES TR
FollowIBONDS 1-5 YR TI (fund)
8 managers (8 13F filers) reported a position in LDRI shares at 2026-06-30, 214,429 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 3
- Added
- 3
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 214,429
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 78,018 | $2M | <0.01% | +5,260 | 13F-HRTimeline |
| DAVENPORT & Co LLC | 39,824 | $1.02M | 0.01% | +30,833 | 13F-HRTimeline |
| Treasure Coast Financial Planning | 31,640 | $809K | 0.39% | -5,487 | 13F-HRTimeline |
| Gilbert Capital Group, Inc. | 22,378 | $572K | 0.4% | new | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 15,700 | $402K | <0.01% | 0 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 15,377 | $393K | <0.01% | +2,007 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 11,464 | $293K | <0.01% | new | 13F-HRTimelineGroup |
| SHP Wealth Management | 28 | $725 | <0.01% | new | 13F-HRTimeline |