DOSSIER · 13F Holders · Q3 2026
LDRI

ISHARES TR

9 institutions still hold ISHARES TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G513·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$5M
visible holders
Holders
9
filers reporting
Concentration
42.82%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported LDRI in Q3 2026. HighTower Advisors, LLC leads at 42.8% 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
$2M85K0.00%Q3 2026
02
DAVENPORT & Co LLC
CIK 0000887777
$963K39K0.00%Q3 2026
03
Gilbert Capital Group, Inc.
CIK 0002035854
$458K19K0.32%Q3 2026
04
Integrated Wealth Concepts LLC
CIK 0001737109
$393K15K0.00%Q2 2026
05
Creative Planning
CIK 0001540235
$389K16K0.00%Q3 2026
06
Prospera Financial Services Inc
CIK 0001541625
$351K14K0.00%Q3 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$244K10K0.00%Q3 2026
08
SHP Wealth Management
CIK 0001807060
$725280.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025