iShares Ibonds 1-5 Corp LAD ETF (LDRC): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of LDRC (all 13F filers)
- HM Payson2.1 MType not verified+218 K
- Gilbert Capital Group171 KType not verified+171 K
- HighTower Advisors130 KWealth adviser+3,986
- CGN Advisors119 KType not verified+2,463
- SteelPeak Wealth46 KWealth adviser+32 K
- Integrated Wealth Concepts41 KWealth adviser+441
- Spinnaker Investment Group25 KType not verified+5,457
- International Assets Investment Management7,065Type not verified0
- Bank of Montreal4,945Bank or trading desk−631
- Fiduciary Financial Advisors3,518Type not verified+3,518
- Shares
- 2.1 M
- Change
- +218 K
See more
- Type
- Type not verified
- Value
- $54.1M
- Gilbert Capital Group
- Shares
- 171 K
- Change
- +171 K
See more
- Type
- Type not verified
- Value
- $4.3M
- Shares
- 130 K
- Change
- +3,986
See more
- Type
- Wealth adviser
- Value
- $3.3M
- Shares
- 119 K
- Change
- +2,463
See more
- Type
- Type not verified
- Value
- $3.0M
- Shares
- 46 K
- Change
- +32 K
See more
- Type
- Wealth adviser
- Value
- $1.2M
- Shares
- 41 K
- Change
- +441
See more
- Type
- Wealth adviser
- Value
- $1.0M
- Spinnaker Investment Group
- Shares
- 25 K
- Change
- +5,457
See more
- Type
- Type not verified
- Value
- $632K
- Shares
- 7,065
- Change
- 0
See more
- Type
- Type not verified
- Value
- $178K
- Shares
- 4,945
- Change
- −631
See more
- Type
- Bank or trading desk
- Value
- $125K
- Fiduciary Financial Advisors
- Shares
- 3,518
- Change
- +3,518
See more
- Type
- Type not verified
- Value
- $88.6K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- BlackRock Portfolio Managementfell below 5%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 21, 2026
- BlackRock Portfolio Management5.6%13G · amendmentfiling ↗Event: Jun 30, 2025 · filed: Jul 15, 2025
- BlackRock Portfolio Management7.7%13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 3, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗