Vault-13

ISHARES TR LDRC

IBONDS 1-5 YR CO · ETP · CUSIP 46438G539

12 institutional holders -2 vs Q1 2026
2,698,7612.7m shares reported held*
$68.0mreported value*
2 new 6 added 1 reduced 4 sold out net bought ≈ $7.1m (+283.7k 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 ≈ $25.18.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q4 24: 5Q1 25: 7Q2 25: 9Q3 25: 6Q4 25: 6Q1 26: 14Q2 26: 1212Q4 24Q2 25Q4 25Q2 26
Numbers
QuarterHolders
Q4 20245
Q1 20257
Q2 20259
Q3 20256
Q4 20256
Q1 202614
Q2 202612

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q1 25: 5 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 4 bought or addedQ2 25: 3 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 6 cut or sold outQ3 25Q4 25: 5 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 12 bought or addedQ1 26: 1 cut or sold outQ1 26Q2 26: 8 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202552
Q2 202543
Q3 202526
Q4 202554
Q1 2026121
Q2 202685

Biggest buyers

HM PAYSON & CO Added +217,629+217.6k
Gilbert Capital Group, Inc. New +170,750+170.8k
SteelPeak Wealth, LLC Added +32,117+32.1k
Spinnaker Investment Group, LLC Added +5,457+5.5k
HighTower Advisors, LLC Added +3,986+4.0k
FIDUCIARY FINANCIAL ADVISORS New +3,518+3.5k
CGN Advisors LLC Added +2,463+2.5k
Integrated Wealth Concepts LLC Added +441+441

Biggest sellers

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Sold out -133,707-133.7k
CITADEL ADVISORS LLC Sold out -11,046-11.0k
WELLS FARGO & COMPANY/MN Sold out -5,427-5.4k
Advisory Services Network, LLC Sold out -1,893-1.9k
BANK OF MONTREAL /CAN/ Reduced -631-631

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (0.0%, 2026-01-21)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HM PAYSON & CO 0.72% of their portfolio PORTLAND, ME 2,149,8222.1m $54.1m $54.1m 0.72% Added +217.6k +217,629
2 Gilbert Capital Group, Inc. 3.01% of their portfolio NORTH YARMOUTH, ME 170,750170.8k $4.3m $4.3m 3.01% New
3 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 129,983130.0k $3.3m $3.3m 0.00% Added +4.0k +3,986
4 CGN Advisors LLC 0.22% of their portfolio MANHATTAN, KS 118,885118.9k $3.0m $3.0m 0.22% Added +2.5k +2,463
5 SteelPeak Wealth, LLC 0.03% of their portfolio WOODLAND HILLS, CA 46,21346.2k $1.2m $1.2m 0.03% Added +32.1k +32,117
6 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 40,80740.8k $1.0m $1.0m 0.01% Added +441 +441
7 Spinnaker Investment Group, LLC 0.10% of their portfolio Newport Beach, CA 25,11325.1k $632.5k $632.5k 0.10% Added +5.5k +5,457
8 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 7,0657.1k $177.8k $177.8k 0.01% Unchanged
9 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,9454.9k $124.5k $124.5k 0.00% Reduced -631 -631
10 FIDUCIARY FINANCIAL ADVISORS 0.01% of their portfolio GRAND RAPIDS, MI 3,5183.5k $88.6k $88.6k 0.01% New
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 895895 $22.5k $22.5k 0.00% Unchanged
12 Clearstead Trust, LLC 0.00% of their portfolio PORTLAND, ME 765765 $19.3k $19.3k 0.00% Unchanged