LDRC ISHARES TR: institutional ownership and insider trading

13 funds reported holding $68.8M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $7.14M, with 2 new positions and 4 funds selling out.

Largest institutional holders of LDRC

  1. HM PAYSON & CO — $54.1M
  2. Gilbert Capital Group, Inc. — $4.30M
  3. HighTower Advisors, LLC — $3.27M
  4. CGN Advisors LLC — $3.16M
  5. SteelPeak Wealth, LLC — $1.43M
  6. Integrated Wealth Concepts LLC — $1.03M
  7. Spinnaker Investment Group, LLC — $528K
  8. Elm3 Financial Group, LLC — $483K
  9. INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC — $178K
  10. BANK OF MONTREAL /CAN/ (BMO, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD, GDXU, JETD) — $125K

All LDRC 13F holders