iShares Ibond 1-5 Trea LadLDRTETF

13F holders, Q3 2025 (September 30)
11holders +1
2new positions
1sold out
1famous investor
$25.31avg. 13F price*

At the end of Q3 2025, 11 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 1 sold out. The largest holders were Treasure Coast Financial Planning ($1.7M), HighTower Advisors, LLC ($1.2M) and Spinnaker Investment Group, LLC ($1.0M). 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

05101520 Q4 2024: 5Q4 2024Q1 2025: 8Q1 2025Q2 2025: 10Q2 2025Q3 2025: 11Q3 2025Q4 2025: 12Q4 2025Q1 2026: 17Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$299K
Exits1$1.2M

All 13F filers, Q2 2025 → Q3 2025: 68,998 shares bought and 244,514 shares sold, net −175,516 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

Treasure Coast Financial Planning 0.94% Add +7.2% 66,323 $1.7M
HighTower Advisors, LLC 0.00% Add +32.6% 49,171 $1.2M
Spinnaker Investment Group, LLC 0.20% Add +22.8% 41,145 $1.0M
Jane Street Group, LLC 0.00% Add +119.1% 37,435 $948K
RFP Financial Group LLC 0.23% Reduce -89.1% 22,332 $565K
Great Valley Advisor Group, Inc. 0.01% Add +0.3% 14,521 $368K
Royal Bank of Canada 0.00% Add +1146.9% 13,691 $346K
Mariner, LLC 0.00% New 11,698 $296K
Citadel Advisors 0.00% Reduce -50.8% 11,524 $292K
Strategic Blueprint, LLC 0.01% No change 10,000 $253K
Sunbelt Securities, Inc. 0.00% New 126 $3K

"% 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.