LDRI (ISHARES TR) is held by 5 institutional investors as of Q1 2026. Largest holders: HighTower Advisors, LLC ($1.9M), Creative Planning ($399,706), Integrated Wealth Concepts LLC ($340,380). Net institutional sentiment: Bullish.
5
Holders
Avg rating(2 Elite)
$3.1M
Total Value
80% (5)
Fund Consensus
4 buying - 1 selling
Smart Money Verdict55Mixed MomentumSingle Source
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See how LDRI's score breaks down across 4 SEC sources
Held by 5 funds
2 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 72,758(+12.2%) | $1.9M | 0.0% | +2.96% | 29 | |
Decreased | 15,700(-8.3%) | $399,706 | 0.0% | +3.39% | 0 | |
New | 13,370 | $340,380 | 0.0% | +0.87% | 33 | |
New | 10,950 | $278,776 | 0.0% | +0.87% | 36 | |
New | 8,991 | $228,902 | 0.0% | +0.87% | 32 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer