LDRI Institutional Ownership
iShares iBonds 1-5 Year TIPS Ladder ETF
1W: -0.4%
1M: -1.4%
3M: -1.3%
YTD: -2.1%
1Y: -3.1%
$24.64
-0.18 (-0.73%)
Weekly Expected Move ±0.5%
$24
$25
$25
$25
$25
Overview
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Institutional Ownership — LDRI
10
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
5M
Total Invested
3
New Positions
3
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 78,018 | $2M | +5,260 | +7.2% | 6Q | SEC ↗ |
| 2 | DAVENPORT & Co LLC | 39,824 | $981K | +30,833 | +342.9% | 2Q | SEC ↗ |
| 3 | Treasure Coast Financial Planning | 31,640 | $780K | -5,487 | -14.8% | 6Q | SEC ↗ |
| 4 | Gilbert Capital Group, Inc. NEW | 22,378 | $551K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Creative Planning | 15,700 | $387K | — | +0.0% | 5Q | SEC ↗ |
| 6 | Integrated Wealth Concepts LLC | 15,378 | $379K | +2,008 | +15.0% | 2Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC NEW | 11,464 | $282K | — | +0.0% | 1Q | SEC ↗ |
| 8 | SHP Wealth Management NEW | 28 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Advisory Services Network, LLC | 0 | $0K | -200 | -100.0% | 1Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 0 | $0K | -10,950 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Gilbert Capital Group, Inc. | 22,378 | $551K |
| JANE STREET GROUP, LLC | 11,464 | $282K |
| SHP Wealth Management | 28 | $1K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 10,950 | $270K |
| Advisory Services Network, LLC | 200 | $5K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| DAVENPORT & Co LLC | +30,833 | +342.9% | 39,824 |
| HighTower Advisors, LLC | +5,260 | +7.2% | 78,018 |
| Integrated Wealth Concepts LLC | +2,008 | +15.0% | 15,378 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Treasure Coast Financial Planning | -5,487 | -14.8% | 31,640 |