ISHARES IBOND 1-5 TREA LAD (LDRT) Institutional Shareholders
ISHARES IBOND 1-5 TREA LAD (LDRT) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $98.69M in LDRT holdings during the latest filing period.
Hm Payson & Co is currently the largest disclosed institutional shareholder of LDRT tracked by InsiderSet, reporting ownership valued at approximately $47.70M 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 $46.80M, representing an estimated loss of -1.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed LDRT value among the investors covered in this analysis. Major shareholders include Hm Payson & Co, Beaumont Financial Advisors, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in ISHARES IBOND 1-5 TREA LAD (LDRT).
This page ranks the largest institutional LDRT 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
19
Total Reported Value
$98.69M
Largest Holder
Hm Payson & Co
Largest Position
$47.70M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 0.63% | 1,899,940 | $47,697,994 | $46,795,522 | -$902,472 | -1.89% | |
| Beaumont Financial Advisors, Llc | 1.71% | 1,069,444 | $26,848,381 | $26,340,406 | -$507,975 | -1.89% | |
| Royal Bank Of Canada | 0.00% | 610,004 | $15,314,000 | $15,024,399 | -$289,601 | -1.89% | |
| Treasure Coast Financial Planning | 0.84% | 68,889 | $1,729,463 | $1,696,736 | -$32,727 | -1.89% | |
| Gilbert Capital Group, Inc. | 1.09% | 62,169 | $1,560,753 | $1,531,222 | -$29,531 | -1.89% | |
| Spinnaker Investment Group, Llc | 0.23% | 56,192 | $1,410,701 | $1,384,009 | -$26,692 | -1.89% | |
| Osaic Holdings, Inc. | 0.00% | 54,946 | $1,379,420 | $1,353,320 | -$26,100 | -1.89% | |
| Rfp Financial Group Llc | 0.55% | 33,367 | $842,457 | $821,829 | -$20,628 | -2.45% | |
| Citadel Advisors Llc | 0.00% | 24,349 | $611,282 | $599,716 | -$11,566 | -1.89% | |
| Raymond James Financial Inc | 0.00% | 16,349 | $410,442 | $402,676 | -$7,766 | -1.89% | |
| Advisory Services Network, Llc | 0.00% | 11,123 | $279,235 | $273,959 | -$5,276 | -1.89% | |
| Strategic Blueprint, Llc | 0.01% | 10,000 | $251,050 | $246,300 | -$4,750 | -1.89% | |
| Cary Street Partners Investment Advisory Llc | 0.02% | 4,790 | $120,253 | $117,978 | -$2,275 | -1.89% | |
| Cary Street Partners Financial Llc | 0.00% | 3,785 | $95,022 | $93,225 | -$1,797 | -1.89% | |
| Wells Fargo & Company/Mn | 0.00% | 3,327 | $83,524 | $81,944 | -$1,580 | -1.89% | |
| Fifth Third Bancorp | 0.00% | 1,492 | $37,457 | $36,748 | -$709 | -1.89% | |
| Action Point Financial Planning, Llc | 0.00% | 544 | $13,657 | $13,399 | -$258 | -1.89% | |
| Sunbelt Securities, Inc. | 0.00% | 126 | $3,181 | $3,103 | -$78 | -2.44% | |
| Clearstead Trust, Llc | 0.00% | 123 | $3,088 | $3,029 | -$59 | -1.89% |
Frequently asked questions about LDRT
Who are the largest institutional holders of LDRT?
The largest institutional holders of LDRT reported in the latest SEC Form 13F filings include Hm Payson & Co, Beaumont Financial Advisors, Llc, Royal Bank Of Canada, Treasure Coast Financial Planning, and Gilbert Capital Group, Inc.. InsiderSet ranks institutional holders by their latest reported LDRT position.
What is LDRT institutional ownership?
This page tracks LDRT positions reported by institutional investment managers through SEC Form 13F. ISHARES IBOND 1-5 TREA LAD (LDRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LDRT?
InsiderSet currently tracks 19 institutional managers reporting LDRT 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 LDRT shareholders.
How much LDRT stock do institutions own?
Institutional investment managers disclosed approximately $98.69M in LDRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LDRT institutional ownership last updated?
The latest LDRT 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 LDRT 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 LDRT position after the reporting date.
Are institutions buying or selling LDRT?
Institutional buying and selling can be analyzed by comparing LDRT positions across consecutive 13F reporting periods. InsiderSet's LDRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LDRT ownership changes.
How has LDRT institutional ownership changed over time?
InsiderSet tracks LDRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.