14 institutions reported holding $61.0M of ISHARES TR (LDRC) in SEC 13F filings for 2026-03-31. Largest institutional holders: HM PAYSON & CO ($48.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($3.4M), HighTower Advisors, LLC ($3.2M), CGN Advisors LLC ($2.9M), Integrated Wealth Concepts LLC ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $48.8M | 1.9M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.4M | 133,707 | New |
| 3 | HighTower Advisors, LLC | $3.2M | 125,997 | Added |
| 4 | CGN Advisors LLC | $2.9M | 116,422 | Added |
| 5 | Integrated Wealth Concepts LLC | $1.0M | 40,366 | New |
| 6 | Spinnaker Investment Group, LLC | $496,306 | 19,656 | Trimmed |
| 7 | SteelPeak Wealth, LLC | $355,919 | 14,096 | New |
| 8 | CITADEL ADVISORS LLC | $278,907 | 11,046 | New |
| 9 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $178,417 | 7,065 | Added |
| 10 | BANK OF MONTREAL /CAN/ | $140,804 | 5,576 | New |
| 11 | WELLS FARGO & COMPANY/MN | $137,030 | 5,427 | New |
| 12 | Advisory Services Network, LLC | $47,809 | 1,893 | New |
| 13 | MORGAN STANLEY | $22,598 | 895 | Hold |
| 14 | Clearstead Trust, LLC | $19,316 | 765 | New |
Source: SEC Form 13F filings · as of 2026-03-31