DOSSIER · 13F Holders · Q2 2026
LDRI

ISHARES TR

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

CUSIP 46438G513·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
8
filers reporting
Concentration
38.44%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported LDRI in Q2 2026. HighTower Advisors, LLC leads at 38.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$2M78K0.00%Q2 2026
02
DAVENPORT & Co LLC
CIK 0000887777
$1M40K0.01%Q2 2026
03
Treasure Coast Financial Planning
CIK 0001911307
$809K32K0.39%Q2 2026
04
Gilbert Capital Group, Inc.
CIK 0002035854
$572K22K0.40%Q2 2026
05
Creative Planning
CIK 0001540235
$402K16K0.00%Q2 2026
06
Integrated Wealth Concepts LLC
CIK 0001737109
$393K15K0.00%Q2 2026
07
SHP Wealth Management
CIK 0001807060
$725280.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025