Who owns iShares iBonds 1-5 Year TIPS Ladder ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LDRI from SEC Form 13F filings across 8 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, 8 institutions disclosed 214,429 shares of iShares iBonds 1-5 Year TIPS Ladder ETF worth $5.5M — about 41.5% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
8
13F holders
$5.5M
value, 2026 filers
41.5%
of shares outstanding (214,429 sh)
3
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 LDRI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 78,018 | $2.0M | 0.0% | 15.1% | +7.2% |
| 2 | DAVENPORT & Co LLC | 39,824 | $1.0M | 0.0% | 7.7% | +342.9% |
| 3 | Treasure Coast Financial Planning | 31,640 | $809,193 | 0.4% | 6.1% | -14.8% |
| 4 | Gilbert Capital Group, Inc.NEW | 22,378 | $572,317 | 0.4% | 4.3% | new |
| 5 | Creative Planning | 15,700 | $401,528 | 0.0% | 3% | 0.0% |
| 6 | Integrated Wealth Concepts LLC | 15,377 | $393,292 | 0.0% | 3% | +15.0% |
| 7 | JANE STREET GROUP, LLCNEW | 11,464 | $293,192 | 0.0% | 2.2% | new |
| 8 | SHP Wealth ManagementNEW | 28 | $725 | 0.0% | 0% | new |
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.