LDRI ISHARES TR
FollowIBONDS 1-5 YR TI (fund)
6 managers (6 13F filers) reported a position in LDRI shares at 2025-09-30, 129,817 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 2
- Added
- 4
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 129,817
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 52,263 | $1.34M | <0.01% | +16,503 | 13F-HRTimeline |
| Treasure Coast Financial Planning | 37,027 | $951K | 0.53% | +13,187 | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 17,122 | $440K | <0.01% | +1,422 | 13F-HRTimelineGroup |
| Integrated Wealth Concepts LLC | 13,074 | $336K | <0.01% | +138 | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 10,328 | $265K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 3 | $77 | <0.01% | new | 13F-HRTimelineGroup |