13F Insight
DOSSIER · 13F Holders · Q2 2026
LDRT

ISHARES TR

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

CUSIP 46438G521·20 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$84M
visible holders
Holders
20
filers reporting
Concentration
56.57%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q2 2026

20 institutions reported LDRT in Q2 2026. HM PAYSON & CO leads at 56.6% 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
$48M1.9M0.63%Q2 202602
Beaumont Financial Advisors, LLC
CIK 0001957394
$27M1.1M1.71%Q2 202603
HighTower Advisors, LLC
CIK 0001462245
$2M73K0.00%Q2 202604
Treasure Coast Financial Planning
CIK 0001911307
$2M69K0.84%Q2 202605
Gilbert Capital Group, Inc.
CIK 0002035854
$2M62K1.09%Q2 202606
Spinnaker Investment Group, LLC
CIK 0001911067
$1M56K0.23%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$1M44K0.00%Q1 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$596K24K0.00%Q1 202609
RFP Financial Group LLC
CIK 0001956564
$413K16K0.22%Q1 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$282K11K0.00%Q1 202611
Strategic Blueprint, LLC
CIK 0001767821
$251K10K0.01%Q2 202612
Advisory Services Network, LLC
CIK 0001573876
$230K9K0.00%Q1 202613
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CIK 0001766904
$120K5K0.02%Q2 202614
CARY STREET PARTNERS FINANCIAL LLC
CIK 0001475045
$95K4K0.00%Q2 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$84K3K0.00%Q1 202616
FIFTH THIRD BANCORP
CIK 0000035527
$37K1K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$16K6210.00%Q1 202618
Sunbelt Securities, Inc.
CIK 0001632932
$3K1260.00%Q1 202619
Clearstead Trust, LLC
CIK 0001708001
$3K1230.00%Q2 202620
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025