Ishrs Ib 1-5 Year Tips L ETFLDRIETF
13F holders, Q2 2026 (June 30)8holders +1
3new positions
2sold out
$25.58avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding Ishrs Ib 1-5 Year Tips L ETF (LDRI) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($2.0M), DAVENPORT & Co LLC ($1.0M) and Treasure Coast Financial Planning ($809K).
- Company
- Ishrs Ib 1-5 Year Tips L ETF
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46438G513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $866K |
| Exits | 2 | $284K |
All 13F filers, Q1 2026 → Q2 2026: 71,971 shares bought and 16,637 shares sold, net +55,334 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| HighTower Advisors, LLC | 0.00% | Add +7.2% | 78,018 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +342.9% | 39,824 | $1.0M |
| Treasure Coast Financial Planning | 0.39% | Reduce -14.8% | 31,640 | $809K |
| Gilbert Capital Group, Inc. | 0.40% | New | 22,378 | $572K |
| Creative Planning | 0.00% | No change | 15,700 | $402K |
| Integrated Wealth Concepts LLC | 0.00% | Add +15.0% | 15,378 | $393K |
| Jane Street Group, LLC | 0.00% | New | 11,464 | $293K |
| SHP Wealth Management | 0.00% | New | 28 | $725 |
"% of holder's portfolio" is LDRI's weight in each manager's 13F, not the share of Ishrs Ib 1-5 Year Tips L ETF the manager owns.