Ishrs Ib 1-5 Year Tips L ETFLDRIETF
13F holders, Q2 2025 (June 30)5holders +1
3new positions
2sold out
$25.65avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Ishrs Ib 1-5 Year Tips L ETF (LDRI) in their 13F filings, up 1 from Q1 2025. 3 opened new positions and 2 sold out. The largest holders were RFP Financial Group LLC ($2.0M), HighTower Advisors, LLC ($917K) and Treasure Coast Financial Planning ($611K).
- Company
- Ishrs Ib 1-5 Year Tips L ETF
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46438G513
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.8M |
| Exits | 2 | $358K |
All 13F filers, Q1 2025 → Q2 2025: 121,512 shares bought and 13,979 shares sold, net +107,533 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| RFP Financial Group LLC | 0.84% | New | 79,442 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +48.2% | 35,760 | $917K |
| Treasure Coast Financial Planning | 0.36% | Add +8.2% | 23,840 | $611K |
| Creative Planning | 0.00% | New | 15,700 | $403K |
| Integrated Wealth Concepts LLC | 0.00% | New | 12,936 | $332K |
"% 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.