LDRC Institutional Ownership & Shareholders
ISHARES IBONDS 1-5 CORP LAD (LDRC) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $67.18M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hm Payson & Co is currently the largest disclosed institutional shareholder of LDRC tracked by InsiderSet, reporting ownership valued at approximately $54.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.34M, representing an estimated loss of -1.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LDRC value among the investors covered in this analysis. Major shareholders include Hm Payson & Co, Gilbert Capital Group, Inc., Cgn Advisors Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS 1-5 CORP LAD (LDRC).
This page ranks the largest institutional LDRC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
12
Total Reported Value
$67.18M
Largest Holder
Hm Payson & Co
Largest Position
$54.14M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 0.72% | 2,149,822 | $54,143,259 | $53,339,019 | -$804,240 | -1.49% | |
| Gilbert Capital Group, Inc. | 4.07% | 235,221 | $5,794,697 | $5,836,045 | +$41,348 | +0.71% | |
| Cgn Advisors Llc | 0.24% | 128,173 | $3,157,567 | $3,180,087 | +$22,520 | +0.71% | |
| Steelpeak Wealth, Llc | 0.04% | 57,886 | $1,426,028 | $1,436,204 | +$10,176 | +0.71% | |
| Integrated Wealth Concepts Llc | 0.01% | 40,807 | $1,027,716 | $1,012,458 | -$15,258 | -1.48% | |
| Spinnaker Investment Group, Llc | 0.08% | 21,414 | $527,536 | $531,301 | +$3,765 | +0.71% | |
| Elm3 Financial Group, Llc | 0.32% | 19,589 | $482,580 | $486,021 | +$3,441 | +0.71% | |
| Commonwealth Equity Services, Llc | 0.00% | 14,926 | $367,710 | $370,327 | +$2,617 | +0.71% | |
| Bank Of Montreal | 0.00% | 4,945 | $124,530 | $122,690 | -$1,840 | -1.48% | |
| Action Point Financial Planning, Llc | 0.01% | 3,518 | $88,602 | $87,285 | -$1,317 | -1.49% | |
| Morgan Stanley | 0.00% | 895 | $22,541 | $22,206 | -$335 | -1.49% | |
| Clearstead Trust, Llc | 0.00% | 765 | $19,267 | $18,980 | -$287 | -1.49% |
Frequently asked questions about LDRC
Who are the largest institutional holders of LDRC?
The largest institutional holders of LDRC reported in the latest SEC Form 13F filings include Hm Payson & Co, Gilbert Capital Group, Inc., Cgn Advisors Llc, Steelpeak Wealth, Llc, and Integrated Wealth Concepts Llc. InsiderSet ranks institutional holders by their latest reported LDRC position.
What is LDRC institutional ownership?
This page tracks LDRC positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS 1-5 CORP LAD (LDRC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LDRC?
InsiderSet currently tracks 12 institutional managers reporting LDRC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LDRC shareholders.
How much LDRC stock do institutions own?
Institutional investment managers disclosed approximately $67.18M in LDRC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LDRC institutional ownership last updated?
The latest LDRC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LDRC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LDRC position after the reporting date.
Are institutions buying or selling LDRC?
Institutional buying and selling can be analyzed by comparing LDRC positions across consecutive 13F reporting periods. InsiderSet's LDRC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LDRC ownership changes.
How has LDRC institutional ownership changed over time?
InsiderSet tracks LDRC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.