7 institutions reported holding $4.1M of ISHARES TR (LDRI) in SEC 13F filings for 2026-03-31. Largest institutional holders: HighTower Advisors, LLC ($1.9M), Treasure Coast Financial Planning ($945,216), Creative Planning ($399,706), Integrated Wealth Concepts LLC ($340,380), CITADEL ADVISORS LLC ($278,776). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | $1.9M | 72,758 | Added |
| 2 | Treasure Coast Financial Planning | $945,216 | 37,127 | Trimmed |
| 3 | Creative Planning | $399,706 | 15,700 | Trimmed |
| 4 | Integrated Wealth Concepts LLC | $340,380 | 13,370 | New |
| 5 | CITADEL ADVISORS LLC | $278,776 | 10,950 | New |
| 6 | DAVENPORT & Co LLC | $228,902 | 8,991 | New |
| 7 | Advisory Services Network, LLC | $5,092 | 200 | New |
Source: SEC Form 13F filings · as of 2026-03-31