Who owns iShares iBonds 1-5 Year Corporate Ladder ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LDRC from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 2.7M shares of iShares iBonds 1-5 Year Corporate Ladder ETF worth $68.0M — about 711.4% of shares outstanding; the largest disclosed holder is HM PAYSON & CO. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$68.0M
value, 2026 filers
711.4%
of shares outstanding (2.7M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LDRC's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 2.1M | $54.1M | 0.7% | 566.7% | +11.3% |
| 2 | Gilbert Capital Group, Inc.NEW | 170,750 | $4.3M | 3.0% | 45% | new |
| 3 | HighTower Advisors, LLC | 129,983 | $3.3M | 0.0% | 34.3% | +3.2% |
| 4 | CGN Advisors LLC | 118,885 | $3.0M | 0.2% | 31.3% | +2.1% |
| 5 | SteelPeak Wealth, LLC | 46,213 | $1.2M | 0.0% | 12.2% | +227.8% |
| 6 | Integrated Wealth Concepts LLC | 40,807 | $1.0M | 0.0% | 10.8% | +1.1% |
| 7 | Spinnaker Investment Group, LLC | 25,113 | $632,471 | 0.1% | 6.6% | +27.8% |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7,065 | $177,755 | 0.0% | 1.9% | 0.0% |
| 9 | BANK OF MONTREAL /CAN/ | 4,945 | $124,530 | 0.0% | 1.3% | -11.3% |
| 10 | FIDUCIARY FINANCIAL ADVISORSNEW | 3,518 | $88,602 | 0.0% | 0.9% | new |
| 11 | MORGAN STANLEY | 895 | $22,541 | 0.0% | 0.2% | 0.0% |
| 12 | Clearstead Trust, LLC | 765 | $19,267 | 0.0% | 0.2% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.