LDRT Institutional Ownership
iShares iBonds 1-5 Year Treasury Ladder ETF
1W: -0.5%
1M: -1.2%
3M: -2.0%
YTD: -2.7%
1Y: -2.3%
$24.52
-0.11 (-0.45%)
Weekly Expected Move ±0.4%
$24
$24
$25
$25
$25
Overview
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Holdings
Changes
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Short Interest
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Institutional Ownership — LDRT
23
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
101M
Total Invested
7
New Positions
9
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HM PAYSON & CO | 1,899,940 | 47M | +347,290 | +22.4% | 3Q | SEC ↗ |
| 2 | Beaumont Financial Advisors, LLC | 1,069,444 | 26M | +928,483 | +658.7% | 2Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 610,004 | 15M | +566,223 | +1293.3% | 5Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 73,189 | 2M | +6,226 | +9.3% | 6Q | SEC ↗ |
| 5 | Treasure Coast Financial Planning | 68,889 | 2M | -3,142 | -4.4% | 7Q | SEC ↗ |
| 6 | Gilbert Capital Group, Inc. NEW | 62,169 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Spinnaker Investment Group, LLC | 56,192 | 1M | +15,804 | +39.1% | 6Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. | 54,946 | 1M | +31,331 | +132.7% | 2Q | SEC ↗ |
| 9 | RFP Financial Group LLC | 33,367 | 818K | +17,019 | +104.1% | 6Q | SEC ↗ |
| 10 | CITADEL ADVISORS LLC | 24,349 | 597K | +8,531 | +53.9% | 2Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC NEW | 16,349 | 401K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Advisory Services Network, LLC | 11,123 | 273K | +2,000 | +21.9% | 2Q | SEC ↗ |
| 13 | Strategic Blueprint, LLC | 10,000 | 245K | — | +0.0% | 7Q | SEC ↗ |
| 14 | CARY STREET PARTNERS INVESTMENT ADVISO NEW | 4,790 | 117K | — | +0.0% | 1Q | SEC ↗ |
| 15 | CARY STREET PARTNERS FINANCIAL LLC NEW | 3,785 | 93K | — | +0.0% | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 3,327 | 82K | — | +0.0% | 3Q | SEC ↗ |
| 17 | Integrated Wealth Concepts LLC NEW | 1,774 | 43K | — | +0.0% | 1Q | SEC ↗ |
| 18 | FIFTH THIRD BANCORP NEW | 1,492 | 37K | — | +0.0% | 1Q | SEC ↗ |
| 19 | FIDUCIARY FINANCIAL ADVISORS NEW | 544 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Sunbelt Securities, Inc. | 126 | 3K | — | +0.0% | 3Q | SEC ↗ |
| 21 | Clearstead Trust, LLC | 123 | 3K | — | +0.0% | 2Q | SEC ↗ |
| 22 | UBS Group AG | 0 | 0K | -621 | -100.0% | 2Q | SEC ↗ |
| 23 | Mariner, LLC | 0 | 0K | -24,888 | -100.0% | 2Q | SEC ↗ |
| 24 | Synergy Asset Management, LLC | 0 | 0K | -14,926 | -100.0% | 1Q | SEC ↗ |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -11,171 | -100.0% | 1Q | SEC ↗ |
| 26 | JANE STREET GROUP, LLC | 0 | 0K | -22,197 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Gilbert Capital Group, Inc. | 62,169 | 2M |
| RAYMOND JAMES FINANCIAL INC | 16,349 | 401K |
| CARY STREET PARTNERS INVESTMENT ADV | 4,790 | 117K |
| CARY STREET PARTNERS FINANCIAL LLC | 3,785 | 93K |
| Integrated Wealth Concepts LLC | 1,774 | 43K |
| FIFTH THIRD BANCORP | 1,492 | 37K |
| FIDUCIARY FINANCIAL ADVISORS | 544 | 13K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mariner, LLC | 24,888 | 610K |
| JANE STREET GROUP, LLC | 22,197 | 544K |
| Synergy Asset Management, LLC | 14,926 | 366K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,171 | 274K |
| UBS Group AG | 621 | 15K |
Biggest Increases (9)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Beaumont Financial Advisors, LLC | +928,483 | +658.7% | 1,069,444 |
| ROYAL BANK OF CANADA | +566,223 | +1293.3% | 610,004 |
| HM PAYSON & CO | +347,290 | +22.4% | 1,899,940 |
| OSAIC HOLDINGS, INC. | +31,331 | +132.7% | 54,946 |
| RFP Financial Group LLC | +17,019 | +104.1% | 33,367 |
| Spinnaker Investment Group, LLC | +15,804 | +39.1% | 56,192 |
| CITADEL ADVISORS LLC | +8,531 | +53.9% | 24,349 |
| HighTower Advisors, LLC | +6,226 | +9.3% | 73,189 |
| Advisory Services Network, LLC | +2,000 | +21.9% | 11,123 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Treasure Coast Financial Planning | -3,142 | -4.4% | 68,889 |