iShares Ibonds 1-5 Corp. LadLDRCETF
13F holders, Q1 2026 (March 31)14holders +8
8new positions
0sold out
1famous investor
$25.25avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding iShares Ibonds 1-5 Corp. Lad (LDRC) in their 13F filings, up 8 from Q4 2025. 8 opened new positions and 0 sold out. The largest holders were HM Payson & Co. ($48.8M), Northwestern Mutual Wealth Management Co. ($3.4M) and HighTower Advisors, LLC ($3.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds 1-5 Corp. Lad
- CUSIP
- 46438G539
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.4M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 990,156 shares bought and 1,274 shares sold, net +988,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| HM Payson & Co. | 0.70% | Add +55.9% | 1,932,193 | $48.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 133,707 | $3.4M |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 125,997 | $3.2M |
| CGN Advisors LLC | 0.23% | Add +242.6% | 116,422 | $2.9M |
| Integrated Wealth Concepts LLC | 0.01% | New | 40,366 | $1.0M |
| Spinnaker Investment Group, LLC | 0.10% | Reduce -6.1% | 19,656 | $496K |
| SteelPeak Wealth, LLC | 0.01% | New | 14,096 | $356K |
| Citadel Advisors | 0.00% | New | 11,046 | $279K |
| International Assets Investment Management, LLC | 0.01% | Add +17.8% | 7,065 | $178K |
| Bank of Montreal | 0.00% | New | 5,576 | $141K |
| Wells Fargo & Company | 0.00% | New | 5,427 | $137K |
| Advisory Services Network, LLC | 0.00% | New | 1,893 | $48K |
| Morgan Stanley | 0.00% | No change | 895 | $23K |
| Clearstead Trust, LLC | 0.00% | New | 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.