iShares Ibond 1-5 Trea LadLDRTETF
13F holders, Q2 2025 (June 30)10holders +2
3new positions
1sold out
1famous investor
$25.27avg. 13F price*
At the end of Q2 2025, 10 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were RFP Financial Group LLC ($5.2M), Treasure Coast Financial Planning ($1.6M) and Atlantic Private Wealth, LLC ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibond 1-5 Trea Lad
- CUSIP
- 46438G521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $985K |
| Exits | 1 | $3K |
All 13F filers, Q1 2025 → Q2 2025: 42,936 shares bought and 59,032 shares sold, net −16,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| RFP Financial Group LLC | 2.15% | Reduce -14.9% | 205,713 | $5.2M |
| Treasure Coast Financial Planning | 0.91% | Add +6.8% | 61,880 | $1.6M |
| Atlantic Private Wealth, LLC | 0.84% | No change | 49,256 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.3% | 37,071 | $937K |
| Spinnaker Investment Group, LLC | 0.20% | Reduce -6.4% | 33,497 | $846K |
| Citadel Advisors | 0.00% | New | 23,401 | $591K |
| Jane Street Group, LLC | 0.00% | Reduce -43.7% | 17,089 | $432K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 14,477 | $366K |
| Strategic Blueprint, LLC | 0.01% | No change | 10,000 | $253K |
| Royal Bank of Canada | 0.00% | New | 1,098 | $28K |
"% of holder's portfolio" is LDRT's weight in each manager's 13F, not the share of iShares Ibond 1-5 Trea Lad the manager owns.