6 institutions reported holding $63.4M of ISHARES TR (LDRC) in SEC 13F filings for 2026-06-30. Largest institutional holders: HM PAYSON & CO ($54.1M), Gilbert Capital Group, Inc. ($4.3M), CGN Advisors LLC ($3.0M), SteelPeak Wealth, LLC ($1.2M), Spinnaker Investment Group, LLC ($632,471). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HM PAYSON & CO | $54.1M | 2.1M | Added |
| 2 | Gilbert Capital Group, Inc. | $4.3M | 170,750 | New |
| 3 | CGN Advisors LLC | $3.0M | 118,885 | Added |
| 4 | SteelPeak Wealth, LLC | $1.2M | 46,213 | Added |
| 5 | Spinnaker Investment Group, LLC | $632,471 | 25,113 | Added |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $177,755 | 7,065 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30