LDRH — ISHARES TR
As of Q2 2026, 2 SEC-registered investment managers reported holding LDRH (ISHARES TR) in their latest 13F filings, with a combined reported value of $10.93K across 443 shares. That is -4.9% by share count (-23 shares) versus the previous quarter, while reported value moved -5.0%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 236 | $5.82K | 0.00% | Reduce |
| Wells Fargo & Co history | 207 | $5.11K | 0.00% | Hold |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 259 | $6.39K | 0.00% | New |
| Wells Fargo & Co history | 207 | $5.11K | 0.00% | New |
Q3 2025 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 3.00K | $75.43K | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 33.00K | $825.24K | 0.00% | Reduce |
| BlackRock Inc history | 33.00K | $825.24K | 0.00% | Reduce |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 40.00K | $992.19K | 0.00% | Hold |
| BlackRock Inc history | 40.00K | $992.19K | 0.00% | Hold |
Q4 2024 — 1 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 40.00K | $991.99K | 0.00% | New |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 3 funds)
| Fund | Q2 2026 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|
| UBS Group AG | 236 | 259 | — | — | — | — |
| Wells Fargo & Co | 207 | 207 | — | — | — | — |
| BlackRock Inc | — | — | 3.00K | 33.00K | 40.00K | 40.00K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details