LDRI · iShares iBonds 1-5 Year TIPS Ladder ETF ETF
$25.01
-0.02 (-0.06%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $2,980,991
Total Shares: 116,218
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2025Top Holder
68.4%
+28.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,217
Highly concentrated+1,973
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
1
Decreased
0
Sold Out
4
Unchanged
0
Holder count:
-2
Institutional value:
+93.5%
Shares held:
+93.2%
Top Buyers
vs Mar 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Micro Treasure Coast Financial Planning | +1,800 | 23,840 |
Top Sellers
vs Mar 31, 2025No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small RFP Financial Group LLC | 79,442 | $2,037,687 | |
| Mid Integrated Wealth Concepts LLC | 12,936 | $331,808 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large HighTower Advisors, LLC | 24,126 | $617,866 | |
| Mega JANE STREET GROUP, LLC | 8,979 | $229,952 | |
| Mega BlackRock, Inc. | 5,000 | $128,050 | |
| — PROEQUITIES, INC. | 0 | $0 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small RFP Financial Group LLC LDRI | $2,037,687 | 68.36% | 79,442 | Shares | 2025-08-13 | |
| Micro Treasure Coast Financial Planning LDRI | $611,496 | 20.51% | 23,840 | Shares | 2025-08-14 | |
| Mid Integrated Wealth Concepts LLC LDRI | $331,808 | 11.13% | 12,936 | Shares | 2025-08-14 |