iShares Ibond 1-5 Trea LAD ETF (LDRT): 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 LDRT (all 13F filers)
- HM Payson1.9 MType not verified+347 K
- Beaumont Financial Advisors1.1 MType not verified+928 K
- Royal Bank of Canada610 KBank or trading desk+566 K
- HighTower Advisors73 KWealth adviser+6,226
- Treasure Coast Financial Planning69 KWealth adviser−3,142
- Gilbert Capital Group62 KType not verified+62 K
- Spinnaker Investment Group56 KType not verified+16 K
- Osaic Holdings55 KWealth adviser+31 K
- RFP Financial Group33 KType not verified+17 K
- Citadel Advisors24 KQuant or multi-manager+8,531
- Shares
- 1.9 M
- Change
- +347 K
See more
- Type
- Type not verified
- Value
- $47.7M
- Shares
- 1.1 M
- Change
- +928 K
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- Type
- Type not verified
- Value
- $26.8M
- Shares
- 610 K
- Change
- +566 K
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- Type
- Bank or trading desk
- Value
- $15.3M
- Shares
- 73 K
- Change
- +6,226
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- Type
- Wealth adviser
- Value
- $1.8M
- Treasure Coast Financial Planning
- Shares
- 69 K
- Change
- −3,142
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- Type
- Wealth adviser
- Value
- $1.7M
- Gilbert Capital Group
- Shares
- 62 K
- Change
- +62 K
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- Type
- Type not verified
- Value
- $1.6M
- Spinnaker Investment Group
- Shares
- 56 K
- Change
- +16 K
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- Type
- Type not verified
- Value
- $1.4M
- Shares
- 55 K
- Change
- +31 K
See more
- Type
- Wealth adviser
- Value
- $1.4M
- RFP Financial Group
- Shares
- 33 K
- Change
- +17 K
See more
- Type
- Type not verified
- Value
- $842K
- Shares
- 24 K
- Change
- +8,531
See more
- Type
- Quant or multi-manager
- Value
- $611K
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.
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 ↗