LDRC Institutional Ownership
iShares iBonds 1-5 Year Corporate Ladder ETF
1W: -0.5%
1M: -1.4%
3M: -2.3%
YTD: -2.5%
1Y: -2.2%
$24.55
-0.12 (-0.49%)
Weekly Expected Move ±0.4%
$24
$24
$25
$25
$25
Overview
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Institutional Ownership — LDRC
16
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
2
New Positions
6
Increased
5
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 2,149,822 | $53M | +217,629 | +11.3% | 3Q | SEC ↗ |
| 2 | Gilbert Capital Group, Inc. NEW | 170,750 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 3 | HighTower Advisors, LLC | 129,983 | $3M | +3,986 | +3.2% | 6Q | SEC ↗ |
| 4 | CGN Advisors LLC | 118,885 | $3M | +2,463 | +2.1% | 4Q | SEC ↗ |
| 5 | SteelPeak Wealth, LLC | 46,213 | $1M | +32,117 | +227.8% | 2Q | SEC ↗ |
| 6 | Integrated Wealth Concepts LLC | 40,807 | $1M | +441 | +1.1% | 2Q | SEC ↗ |
| 7 | Spinnaker Investment Group, LLC | 25,113 | $617K | +5,457 | +27.8% | 6Q | SEC ↗ |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 7,065 | $173K | — | +0.0% | 3Q | SEC ↗ |
| 9 | BANK OF MONTREAL /CAN | 4,945 | $121K | -631 | -11.3% | 2Q | SEC ↗ |
| 10 | FIDUCIARY FINANCIAL ADVISORS NEW | 3,518 | $86K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MORGAN STANLEY | 895 | $22K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Clearstead Trust, LLC | 765 | $19K | — | +0.0% | 2Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC | 0 | $0K | -11,046 | -100.0% | 1Q | SEC ↗ |
| 14 | Advisory Services Network, LLC | 0 | $0K | -1,893 | -100.0% | 1Q | SEC ↗ |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -133,707 | -100.0% | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 0 | $0K | -5,427 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Gilbert Capital Group, Inc. | 170,750 | $4M |
| FIDUCIARY FINANCIAL ADVISORS | 3,518 | $86K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 133,707 | $3M |
| CITADEL ADVISORS LLC | 11,046 | $271K |
| WELLS FARGO & COMPANY/MN | 5,427 | $133K |
| Advisory Services Network, LLC | 1,893 | $46K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HM PAYSON & CO | +217,629 | +11.3% | 2,149,822 |
| SteelPeak Wealth, LLC | +32,117 | +227.8% | 46,213 |
| Spinnaker Investment Group, LLC | +5,457 | +27.8% | 25,113 |
| HighTower Advisors, LLC | +3,986 | +3.2% | 129,983 |
| CGN Advisors LLC | +2,463 | +2.1% | 118,885 |
| Integrated Wealth Concepts LLC | +441 | +1.1% | 40,807 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BANK OF MONTREAL /CAN | -631 | -11.3% | 4,945 |