Who owns iShares iBonds 1-5 Year Treasury Ladder ETF?
Institutional ownership of LDRT from SEC Form 13F filings across 16 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.
16
13F holders
$69.0M
value, 2026 filers
362.7%
of shares outstanding (2.7M sh)
6
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 LDRT's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 1.9M | $47.7M | 0.6% | 250.6% | +22.4% |
| 2 | ROYAL BANK OF CANADA | 610,004 | $15.3M | 0.0% | 80.5% | +1293.3% |
| 3 | HighTower Advisors, LLC | 73,189 | $1.8M | 0.0% | 9.7% | +9.3% |
| 4 | OSAIC HOLDINGS, INC. | 54,946 | $1.4M | 0.0% | 7.2% | +132.7% |
| 5 | RFP Financial Group LLC | 33,367 | $842,457 | 0.4% | 4.4% | +104.1% |
| 6 | CITADEL ADVISORS LLC | 24,349 | $611,282 | 0.0% | 3.2% | +53.9% |
| 7 | RAYMOND JAMES FINANCIAL INCNEW | 16,349 | $410,442 | 0.0% | 2.2% | new |
| 8 | Advisory Services Network, LLC | 11,123 | $279,235 | 0.0% | 1.5% | +21.9% |
| 9 | Strategic Blueprint, LLC | 10,000 | $251,050 | 0.0% | 1.3% | 0.0% |
| 10 | CARY STREET PARTNERS INVESTMENT ADVISORY LLCNEW | 4,790 | $120,253 | 0.0% | 0.6% | new |
| 11 | CARY STREET PARTNERS FINANCIAL LLCNEW | 3,785 | $95,022 | 0.0% | 0.5% | new |
| 12 | WELLS FARGO & COMPANY/MN | 3,327 | $83,524 | 0.0% | 0.4% | 0.0% |
| 13 | Integrated Wealth Concepts LLCNEW | 1,774 | $44,546 | 0.0% | 0.2% | new |
| 14 | FIFTH THIRD BANCORPNEW | 1,492 | $37,457 | 0.0% | 0.2% | new |
| 15 | FIDUCIARY FINANCIAL ADVISORSNEW | 544 | $13,657 | 0.0% | 0.1% | new |
| 16 | Clearstead Trust, LLC | 123 | $3,088 | 0.0% | 0% | 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.