ISHARES TR

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LDRC·46438G539·US·ETF-13D/G

LDRC (ISHARES TR) is held by 4 institutional investors as of Q2 2026. Largest holders: HighTower Advisors, LLC ($3.3M), Integrated Wealth Concepts LLC ($1M), BANK OF MONTREAL /CAN/ ($124,530). Net institutional sentiment: Mixed.

4

Holders

$4.4M

Total Value

33% (6)

Consensus

2 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)58

Insider (Form 4)76

Activist (13D/13G)47

Congressional (STOCK Act)75

Holder Quality

16

★★★★★

Elite

78

★★★★

Strong

24

★★★

Solid

62

★★

Below

63

★

Weak

Held by 4 funds

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists Jan 21, 2026 · Congress none

ActivistBPBlackRock Portfolio Management LLC0.0%Jan 21, 2026

View all activist filings

Top Holders

Top Holders (4)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
HighTower Advisors, LLC	Increased	129,983(+3.2%)	$3.3M	0.0%	+2.34%	27
IWIntegrated Wealth Concepts LLC	Increased	40,807(+1.1%)	$1M	0.0%	-0.66%	25
BANK OF MONTREAL /CAN/	Decreased	4,945(-11.3%)	$124,530	0.0%	-0.66%	0
MORGAN STANLEY	Unchanged	895	$22,541	0.0%	-0.43%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$137,030	0.0%	+0.83%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$278,907	0.0%	+0.83%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$3.4M	0.0%	+0.83%	0

LDRCISHARES TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer