| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5% | -86% | $127,450 | -$637,250 | 5,000 | -83% | BlackRock Portfolio Management LLC | 28 Feb 2025 |
As of 30 Sep 2025, 6 institutional investors reported holding 129,817 shares of iSHARES TRUST - Common Stock (LDRI). This represents 130% of the company’s total 100,000 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (LDRI) together control 130% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 52% | 52,263 | +46% | 0% | $1,341,853 |
| Treasure Coast Financial Planning | 37% | 37,027 | +55% | 0.53% | $950,572 |
| Creative Planning | 17% | 17,122 | +9.1% | 0% | $439,607 |
| Integrated Wealth Concepts LLC | 13% | 13,074 | +1.1% | 0% | $335,682 |
| JANE STREET GROUP, LLC | 10% | 10,328 | 0% | $265,171 | |
| UBS Group AG | 0% | 3 | 0% | $77 | |
| RFP Financial Group LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 104,543 | $2,638,184 | +$384,839 | $25.24 | 2 |
| 2025 Q3 | 129,817 | $3,332,962 | -$970,122 | $25.68 | 6 |
| 2025 Q2 | 167,678 | $4,300,933 | +$2,758,773 | $25.65 | 5 |
| 2025 Q1 | 60,145 | $1,540,313 | +$20,790 | $25.61 | 4 |
| 2024 Q4 | 59,336 | $1,473,871 | +$1,473,871 | $24.84 | 3 |