Vault-13

ISHARES TR LDRI

IBONDS 1-5 YR TI · ETP · CUSIP 46438G513

8 institutional holders +1 vs Q1 2026
214,429214.4k shares reported held*
$5.5mreported value*
3 new 3 added 1 reduced 2 sold out net bought ≈ $1.4m (+55.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.58.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0510Q4 24: 4Q1 25: 5Q2 25: 6Q3 25: 6Q4 25: 3Q1 26: 7Q2 26: 88Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20244
Q1 20255
Q2 20256
Q3 20256
Q4 20253
Q1 20267
Q2 20268

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ1 25Q2 25: 5 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 1 cut or sold outQ3 25Q4 25: 2 bought or addedQ4 25: 3 cut or sold outQ4 25Q1 26: 5 bought or addedQ1 26: 2 cut or sold outQ1 26Q2 26: 6 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202523
Q2 202552
Q3 202561
Q4 202523
Q1 202652
Q2 202663

Biggest buyers

DAVENPORT & Co LLC Added +30,833+30.8k
Gilbert Capital Group, Inc. New +22,378+22.4k
JANE STREET GROUP, LLC New +11,464+11.5k
HighTower Advisors, LLC Added +5,260+5.3k
Integrated Wealth Concepts LLC Added +2,007+2.0k
SHP Wealth Management New +28+28

Biggest sellers

CITADEL ADVISORS LLC Sold out -10,950-10.9k
Treasure Coast Financial Planning Reduced -5,487-5.5k
Advisory Services Network, LLC Sold out -200-200

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 78,01878.0k $2.0m $2.0m 0.00% Added +5.3k +5,260
2 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 39,82439.8k $1.0m $1.0m 0.01% Added +30.8k +30,833
3 Treasure Coast Financial Planning 0.39% of their portfolio VERO BEACH, FL 31,64031.6k $809.2k $809.2k 0.39% Reduced -5.5k -5,487
4 Gilbert Capital Group, Inc. 0.40% of their portfolio NORTH YARMOUTH, ME 22,37822.4k $572.3k $572.3k 0.40% New
5 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 15,70015.7k $401.5k $401.5k 0.00% Unchanged
6 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 15,37715.4k $393.3k $393.3k 0.00% Added +2.0k +2,007
7 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 11,46411.5k $293.2k $293.2k 0.00% New
8 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 2828 $725 $725 0.00% New