iShares Ibond 1-5 Trea LadLDRTETF
13F holders, Q1 2026 (March 31)17holders +5
7new positions
2sold out
1famous investor
$25.25avg. 13F price*
At the end of Q1 2026, 17 institutions reported holding iShares Ibond 1-5 Trea Lad (LDRT) in their 13F filings, up 5 from Q4 2025. 7 opened new positions and 2 sold out. The largest holders were HM Payson & Co. ($39.2M), Beaumont Financial Advisors, LLC ($3.6M) and Treasure Coast Financial Planning ($1.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $5.4M |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,536,678 shares bought and 52,985 shares sold, net +1,483,693 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| HM Payson & Co. | 0.57% | Add +521.7% | 1,552,650 | $39.2M |
| Beaumont Financial Advisors, LLC | 0.24% | New | 140,961 | $3.6M |
| Treasure Coast Financial Planning | 0.94% | Add +5.1% | 72,031 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +11.2% | 66,963 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +9.8% | 43,781 | $1.1M |
| Spinnaker Investment Group, LLC | 0.21% | Reduce -6.2% | 40,388 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | New | 23,615 | $596K |
| RFP Financial Group LLC | 0.22% | Reduce -16.4% | 16,348 | $413K |
| Citadel Advisors | 0.00% | New | 15,818 | $399K |
| Synergy Asset Management, LLC | 0.04% | New | 14,926 | $377K |
| Susquehanna International Group, LLP | 0.00% | New | 11,171 | $282K |
| Strategic Blueprint, LLC | 0.01% | No change | 10,000 | $252K |
| Advisory Services Network, LLC | 0.00% | New | 9,123 | $230K |
| Wells Fargo & Company | 0.00% | Add +332600.0% | 3,327 | $84K |
| UBS Group AG | 0.00% | Add +464.6% | 621 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 126 | $3K |
| Clearstead Trust, LLC | 0.00% | New | 123 | $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.