LDRT ISHARES TR
FollowIBONDS 1-5 YR TR (fund)
11 managers (11 13F filers) reported a position in LDRT shares at 2025-06-30, 453,482 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 11
- 13F filers
- 11
- New
- 3
- Added
- 1
- Reduced
- 4
- Sold out
- 1
- Shares held by filers
- 453,482
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 |
|---|---|---|---|---|---|
| RFP Financial Group LLC | 205,713 | $5.2M | 2.15% | -36,138 | 13F-HRTimeline |
| Treasure Coast Financial Planning | 61,880 | $1.56M | 0.91% | +3,960 | 13F-HRTimeline |
| Atlantic Private Wealth, LLC | 49,256 | $1.24M | 0.84% | 0 | 13F-HRTimeline |
| HighTower Advisors, LLC | 37,071 | $937K | <0.01% | -7,202 | 13F-HRTimeline |
| Spinnaker Investment Group, LLC | 33,497 | $846K | 0.2% | -2,295 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 23,401 | $591K | <0.01% | new | 13F-HRTimelineGroup |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 17,089 | $432K | <0.01% | -13,271 | 13F-HRTimelineGroup |
| GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I… | 14,477 | $366K | 0.01% | new | 13F-HRTimelineGroup |
| Strategic Blueprint, LLC | 10,000 | $253K | 0.01% | 0 | 13F-HRTimeline |
| ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA | 1,098 | $28K | <0.01% | new | 13F-HR/ATimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |