iShares Ibonds 1-5 Corp. LadLDRCETF
13F holders, Q2 2026 (June 30)12holders −2
2new positions
4sold out
$25.18avg. 13F price*
At the end of Q2 2026, 12 institutions reported holding iShares Ibonds 1-5 Corp. Lad (LDRC) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 4 sold out. The largest holders were HM Payson & Co. ($54.1M), Gilbert Capital Group, Inc. ($4.3M) and HighTower Advisors, LLC ($3.3M).
- Company
- iShares Ibonds 1-5 Corp. Lad
- CUSIP
- 46438G539
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $4.4M |
| Exits | 4 | $3.8M |
All 13F filers, Q1 2026 → Q2 2026: 436,361 shares bought and 152,704 shares sold, net +283,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| HM Payson & Co. | 0.72% | Add +11.3% | 2,149,822 | $54.1M |
| Gilbert Capital Group, Inc. | 3.01% | New | 170,750 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +3.2% | 129,983 | $3.3M |
| CGN Advisors LLC | 0.22% | Add +2.1% | 118,885 | $3.0M |
| SteelPeak Wealth, LLC | 0.03% | Add +227.8% | 46,213 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.1% | 40,807 | $1.0M |
| Spinnaker Investment Group, LLC | 0.10% | Add +27.8% | 25,113 | $632K |
| International Assets Investment Management, LLC | 0.01% | No change | 7,065 | $178K |
| Bank of Montreal | 0.00% | Reduce -11.3% | 4,945 | $125K |
| Fiduciary Financial Advisors | 0.01% | New | 3,518 | $89K |
| Morgan Stanley | 0.00% | No change | 895 | $23K |
| Clearstead Trust, LLC | 0.00% | No change | 765 | $19K |
"% of holder's portfolio" is LDRC's weight in each manager's 13F, not the share of iShares Ibonds 1-5 Corp. Lad the manager owns.