iShares Ibonds 1-5 Corp. LadLDRCETF
13F holders, Q4 2025 (December 31)6holders
3new positions
3sold out
$25.38avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding iShares Ibonds 1-5 Corp. Lad (LDRC) in their 13F filings, unchanged from Q3 2025. 3 opened new positions and 3 sold out. The largest holders were HM Payson & Co. ($31.5M), HighTower Advisors, LLC ($3.2M) and CGN Advisors LLC ($862K).
- Company
- iShares Ibonds 1-5 Corp. Lad
- CUSIP
- 46438G539
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $31.6M |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 1,277,379 shares bought and 51,657 shares sold, net +1,225,722 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| HM Payson & Co. | 0.44% | New | 1,239,704 | $31.5M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 124,707 | $3.2M |
| CGN Advisors LLC | 0.07% | Add +330.4% | 33,986 | $862K |
| Spinnaker Investment Group, LLC | 0.10% | Reduce -4.0% | 20,930 | $531K |
| International Assets Investment Management, LLC | 0.01% | New | 6,000 | $152K |
| Morgan Stanley | 0.00% | New | 895 | $23K |
"% 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.