iSHARES TRUST - Common Stock (LDRT) Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
LDRT
Shares outstanding
139,860
Price per share
$25.32
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
277,966
Total reported value
$7,036,356
% of total 13F portfolios
0%
Share change
-175,516
Value change
-$4,440,132
Number of holders
11
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 11 institutional investors reported holding 277,966 shares of iSHARES TRUST - Common Stock (LDRT). This represents 199% of the company’s total 139,860 outstanding shares.

Top 12 Institutional Shareholders

The largest institutional shareholders of iSHARES TRUST - Common Stock (LDRT) together control 199% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Treasure Coast Financial Planning 47% 66,323 +7.2% 0.94% $1,678,967
HighTower Advisors, LLC 35% 49,171 +33% 0% $1,244,767
Spinnaker Investment Group, LLC 29% 41,145 +23% 0.2% $1,041,584
JANE STREET GROUP, LLC 27% 37,435 +119% 0% $947,667
RFP Financial Group LLC 16% 22,332 -89% 0.23% $565,166
GREAT VALLEY ADVISOR GROUP, INC. 10% 14,521 +0.3% 0.01% $368,000
ROYAL BANK OF CANADA 9.8% 13,691 +1147% 0% $346,000
Mariner, LLC 8.4% 11,698 0% $296,135
CITADEL ADVISORS LLC 8.2% 11,524 -51% 0% $291,730
Strategic Blueprint, LLC 7.2% 10,000 0% 0.01% $253,150
Sunbelt Securities, Inc. 0.09% 126 0% $3,190
Atlantic Private Wealth, LLC 0% 0 -100% $0

Institutional Holders of iSHARES TRUST - Common Stock (LDRT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 43,073 $1,090,396 +$48,808 $25.32 1
2025 Q3 277,966 $7,036,356 -$4,440,132 $25.32 11
2025 Q2 453,482 $11,459,918 -$406,324 $25.27 10
2025 Q1 469,578 $11,854,514 +$10,015,774 $25.24 8
2024 Q4 73,211 $1,825,151 +$1,825,151 $24.93 5