16 institutions reported holding $68.0M of ISHARES TR (LDRC) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($54.1M), Gilbert Capital Group, Inc. ($4.3M), HighTower Advisors, LLC ($3.3M), CGN Advisors LLC ($3.0M), SteelPeak Wealth, LLC ($1.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $54.1M | 2.1M | Added |
| 2 | Gilbert Capital Group, Inc. | $4.3M | 170,750 | New |
| 3 | HighTower Advisors, LLC | $3.3M | 129,983 | Added |
| 4 | CGN Advisors LLC | $3.0M | 118,885 | Added |
| 5 | SteelPeak Wealth, LLC | $1.2M | 46,213 | Added |
| 6 | Integrated Wealth Concepts LLC | $1.0M | 40,807 | Added |
| 7 | Spinnaker Investment Group, LLC | $632,471 | 25,113 | Added |
| 8 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177,755 | 7,065 | Hold |
| 9 | BANK OF MONTREAL /CAN/ | $124,530 | 4,945 | Trimmed |
| 10 | FIDUCIARY FINANCIAL ADVISORS | $88,602 | 3,518 | New |
| 11 | MORGAN STANLEY | $22,541 | 895 | Hold |
| 12 | Clearstead Trust, LLC | $19,267 | 765 | Hold |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $0 | 0 | Exited |
| 14 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 15 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 16 | WELLS FARGO & COMPANY/MN | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30