DOSSIER · 13F Holders · Q2 2026
LDRC

ISHARES TR

13 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G539·13 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$68M
visible holders
Holders
13
filers reporting
Concentration
79.66%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q2 2026

13 institutions reported LDRC in Q2 2026. HM PAYSON & CO leads at 79.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HM PAYSON & CO
CIK 0000928052
$54M2.1M0.72%Q2 2026
02
Gilbert Capital Group, Inc.
CIK 0002035854
$4M171K3.01%Q2 2026
03
HighTower Advisors, LLC
CIK 0001462245
$3M130K0.00%Q2 2026
04
CGN Advisors LLC
CIK 0001841506
$3M119K0.22%Q2 2026
05
SteelPeak Wealth, LLC
CIK 0001801868
$1M46K0.03%Q2 2026
06
Integrated Wealth Concepts LLC
CIK 0001737109
$1M41K0.01%Q2 2026
07
Spinnaker Investment Group, LLC
CIK 0001911067
$632K25K0.10%Q2 2026
08
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$178K7K0.01%Q2 2026
09
BANK OF MONTREAL /CAN/
CIK 0000927971
$125K5K0.00%Q2 2026
10
ACTION POINT FINANCIAL PLANNING, LLC
CIK 0002116119
$89K4K0.01%Q2 2026
11
MORGAN STANLEY
CIK 0000895421
$23K8950.00%Q2 2026
12
Clearstead Trust, LLC
CIK 0001708001
$19K7650.00%Q2 2026
13
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025