7 institutions reported holding $13.1M of ISHARES TR (LDRH) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($12.2M), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($423,298), Bank of Marin ($382,698), FIDUCIARY FINANCIAL ADVISORS ($88,051), UBS Group AG ($5,820). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $12.2M | 495,136 | New |
| 2 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $423,298 | 17,171 | Hold |
| 3 | Bank of Marin | $382,698 | 15,519 | Added |
| 4 | FIDUCIARY FINANCIAL ADVISORS | $88,051 | 3,571 | New |
| 5 | UBS Group AG | $5,820 | 236 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $5,105 | 207 | Hold |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30