iShares Ibond 1-5 Trea LadLDRTETF
13F holders, Q4 2025 (December 31)12holders +1
3new positions
2sold out
$25.31avg. 13F price*
At the end of Q4 2025, 12 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were HM Payson & Co. ($6.3M), Treasure Coast Financial Planning ($1.7M) and HighTower Advisors, LLC ($1.5M).
- Company
- iShares Ibond 1-5 Trea Lad
- CUSIP
- 46438G521
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $6.3M |
| Exits | 2 | $660K |
All 13F filers, Q3 2025 → Q4 2025: 304,365 shares bought and 44,052 shares sold, net +260,313 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| HM Payson & Co. | 0.09% | New | 249,726 | $6.3M |
| Treasure Coast Financial Planning | 0.92% | Add +3.3% | 68,520 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +22.4% | 60,200 | $1.5M |
| Spinnaker Investment Group, LLC | 0.20% | Add +4.7% | 43,073 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +191.3% | 39,875 | $1.0M |
| Mariner, LLC | 0.00% | Add +112.8% | 24,888 | $630K |
| Jane Street Group, LLC | 0.00% | Reduce -40.7% | 22,197 | $562K |
| RFP Financial Group LLC | 0.24% | Reduce -12.4% | 19,563 | $495K |
| Strategic Blueprint, LLC | 0.01% | No change | 10,000 | $253K |
| Sunbelt Securities, Inc. | 0.00% | No change | 126 | $3K |
| UBS Group AG | 0.00% | New | 110 | $3K |
| Wells Fargo & Company | 0.00% | New | 1 | $23 |
"% 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.