ISHRS IB 1-5 YEAR TIPS L ETF (LDRI) Institutional Ownership Changes & 13F Activity
ISHRS IB 1-5 YEAR TIPS L ETF (LDRI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Davenport & Co Llc, Gilbert Capital Group, Inc., Creative Planning, and Jane Street Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Buy | +2,008 | +15.0% | 15,378 | $393.29K | Q2 2026 | Sep 09, 2026 |
| Jane Street Group, Llc | Buy | +11,464 | — | 11,464 | $293.19K | Q2 2026 | Aug 14, 2026 |
| Shp Wealth Management | Buy | +28 | — | 28 | $725.00 | Q2 2026 | Aug 11, 2026 |
| Treasure Coast Financial Planning | Sell | -5,487 | -14.8% | 31,640 | $809.19K | Q2 2026 | Jul 29, 2026 |
| Davenport & Co Llc | Buy | +30,833 | +342.9% | 39,824 | $1.02M | Q2 2026 | Jul 13, 2026 |
| Gilbert Capital Group, Inc. | Buy | +22,378 | — | 22,378 | $572.32K | Q2 2026 | Jul 13, 2026 |
| Citadel Advisors Llc | Sell | -10,950 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -200 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Creative Planning | Sell | -15,700 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Hightower Advisors, Llc | Sell | -72,758 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about LDRI activity
Which institutional owners are buying LDRI?
Institutional owners buying LDRI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LDRI activity?
"Buy" means an investor increased their reported position in LDRI compared to the prior reporting period. This reflects growing exposure to ISHRS IB 1-5 YEAR TIPS L ETF (LDRI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LDRI increasing?
Institutional interest in LDRI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.