As of 31 Dec 2025, 6 institutional investors reported holding 1,426,222 shares of iSHARES TRUST - Common Stock (LDRC). This represents 399% of the company’s total 357,143 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (LDRC) together control 399% 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 |
|---|---|---|---|---|---|
| HM PAYSON & CO | 347% | 1,239,704 | 0.44% | $31,457,493 | |
| HighTower Advisors, LLC | 35% | 124,707 | +3.9% | 0% | $3,164,444 |
| CGN Advisors LLC | 9.5% | 33,986 | +330% | 0.07% | $862,395 |
| Spinnaker Investment Group, LLC | 5.9% | 20,930 | -4% | 0.1% | $531,099 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1.7% | 6,000 | 0.01% | $152,250 | |
| MORGAN STANLEY | 0.25% | 895 | 0% | $22,711 | |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 | |
| BlackRock, Inc. | 0% | 0 | -100% | $0 | |
| CITADEL ADVISORS LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,426,222 | $36,190,392 | +$31,104,223 | $25.38 | 6 |
| 2025 Q3 | 200,500 | $5,081,668 | -$303,352 | $25.34 | 6 |
| 2025 Q2 | 212,547 | $5,363,613 | +$388,230 | $25.24 | 8 |
| 2025 Q1 | 197,162 | $4,954,681 | +$2,542,784 | $25.13 | 6 |
| 2024 Q4 | 96,111 | $2,393,164 | +$2,393,164 | $24.90 | 4 |