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LDRT — ISHARES TR

Reported value held$1.21M
Funds holding (latest)4
Sector—
Funds holding (Q2 2026)2
Institutional value$694.81K · 27.68K sh
New / Add / Cut / Exit0 / 1 / 0 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +40.0% (+7.91K sh)
Institutional value change Up +39.2%

As of Q2 2026, 2 SEC-registered investment managers reported holding LDRT (ISHARES TR) in their latest 13F filings, with a combined reported value of $694.81K across 27.68K shares. That is +40.0% by share count (+7.91K shares) versus the previous quarter, while reported value moved +39.2%. 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 added to existing stakes, 1 exited entirely. 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
Citadel Advisors history 24.35K $611.28K 0.00% Add
Wells Fargo & Co history 3.33K $83.52K 0.00% Hold

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 15.82K $399.38K 0.00% New
Wells Fargo & Co history 3.33K $84.00K 0.00% Add
UBS Group AG history 621 $15.68K 0.00% Add

Q4 2025 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 110 $2.79K 0.00% New
Wells Fargo & Co history 1 $23 0.00% New

Q3 2025 — 1 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 11.52K $291.73K 0.00% Reduce

Q2 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 23.40K $591.34K 0.00% New
Citadel Advisors history 23.40K $591.34K 0.00% New

Q4 2024 — 3 funds

FundSharesValuePortfolio WeightChange
BlackRock Inc history 20.00K $498.60K 0.00% New
Citadel Advisors history 9.99K $248.98K 0.00% New
UBS Group AG history 104 $2.59K 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 4 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024
Citadel Advisors 24.35K 15.82K — 11.52K 23.40K 9.99K
Wells Fargo & Co 3.33K 3.33K 1 — — —
UBS Group AG — 621 110 — — 104
BlackRock Inc — — — — — 20.00K

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