Ishrs Ib 1-5 Year Tips L ETFLDRIETF

13F holders, Q3 2025 (September 30)
6holders +1
2new positions
1sold out
$25.67avg. 13F price*

At the end of Q3 2025, 6 institutions reported holding Ishrs Ib 1-5 Year Tips L ETF (LDRI) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were HighTower Advisors, LLC ($1.3M), Treasure Coast Financial Planning ($951K) and Creative Planning ($440K).

Company
Ishrs Ib 1-5 Year Tips L ETF
Filed as
ISHARES TR (Q3 2025)
CUSIP
46438G513
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q4 2024: 3Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 6Q3 2025Q4 2025: 3Q4 2025Q1 2026: 7Q1 2026Q2 2026: 8Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$265K
Exits1$2.0M

All 13F filers, Q2 2025 → Q3 2025: 41,581 shares bought and 79,442 shares sold, net −37,861 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

HighTower Advisors, LLC 0.00% Add +46.1% 52,263 $1.3M
Treasure Coast Financial Planning 0.53% Add +55.3% 37,027 $951K
Creative Planning 0.00% Add +9.1% 17,122 $440K
Integrated Wealth Concepts LLC 0.00% Add +1.1% 13,074 $336K
Jane Street Group, LLC 0.00% New 10,328 $265K
UBS Group AG 0.00% New 3 $77

"% 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.