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LDRH — ISHARES TR

Reported value held$86.36K
Funds holding (latest)3
Sector—
Funds holding (Q2 2026)2
Institutional value$10.93K · 443 sh
New / Add / Cut / Exit0 / 0 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -4.9% (-23 sh)
Institutional value change Down -5.0%

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

FundSharesValuePortfolio WeightChange
UBS Group AG history 236 $5.82K 0.00% Reduce
Wells Fargo & Co history 207 $5.11K 0.00% Hold

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 259 $6.39K 0.00% New
Wells Fargo & Co history 207 $5.11K 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 3.00K $75.43K 0.00% Reduce

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 33.00K $825.24K 0.00% Reduce
BlackRock Inc history 33.00K $825.24K 0.00% Reduce

Q1 2025 — 2 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 40.00K $992.19K 0.00% Hold
BlackRock Inc history 40.00K $992.19K 0.00% Hold

Q4 2024 — 1 funds

FundSharesValuePortfolio WeightChange
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)

FundQ2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024
UBS Group AG 236 259 — — — —
Wells Fargo & Co 207 207 — — — —
BlackRock Inc — — 3.00K 33.00K 40.00K 40.00K

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