Latest Period
Q2 2026
Security Snapshot
iShares iBonds 1-5 Year High Yield and Income Ladder ETF - Common Stock (LDRH) Institutional Ownership
CUSIP: 46438G547
13F Institutional Holders and Ownership History from Q4 2024 to Q2 2026
Institutions Reporting
6
Shares (Excl. Options)
531,840
Price
$24.66
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- Security type / class
- Equity / Common Stock
- Symbol
- LDRH
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 531,840
- Total 13F value
- $13,115,026
- Portfolio coverage rank
- 0%
- Share change
- +481,269
- Value change
- +$11,867,987
- Number of holders
- 6
- Shares outstanding
- 160,000
- SEC-reported price per share
- $24.53
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF - Common Stock is tracked under CUSIP 46438G547.
- 6 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 6 to 6 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $1,251,938 to $13,115,026.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 6 institutions filings for Q2 2026.
Security key
46438G547
Latest holder period
Q2 2026
13F holders
6
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G547:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
LDRH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5% | -74% | $198,960 | -$621,750 | 8,000 | -76% | BlackRock Portfolio Management LLC | 31 Jul 2025 |
As of 30 Jun 2026, 6 institutional investors reported holding 531,840 shares of iShares iBonds 1-5 Year High Yield and Income Ladder ETF - Common Stock (LDRH). This represents 332% of the company’s total 160,000 outstanding shares.
13F concentration
Top 7 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
332%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 309% | 495,136 | 0.01% | $12,210,054 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11% | 17,171 | 0% | 0.03% | $423,298 |
| Bank of Marin | 9.7% | 15,519 | +15% | 0.27% | $382,698 |
| FIDUCIARY FINANCIAL ADVISORS | 2.2% | 3,571 | 0.01% | $88,051 | |
| UBS Group AG | 0.15% | 236 | -8.9% | 0% | $5,820 |
| WELLS FARGO & COMPANY/MN | 0.13% | 207 | 0% | 0% | $5,105 |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
7
Latest
Q2 2026
Rows shown
1-7 of 7
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 531,840 | $13,115,026 | +$11,867,987 | $24.66 | 6 |
| 2026 Q1 | 50,732 | $1,251,938 | +$851,823 | $24.66 | 6 |
| 2025 Q4 | 16,198 | $403,808 | +$324,360 | $24.93 | 2 |
| 2025 Q3 | 3,161 | $79,482 | -$750,292 | $25.14 | 2 |
| 2025 Q2 | 33,000 | $825,238 | -$754,217 | $25.01 | 1 |
| 2025 Q1 | 63,349 | $1,571,359 | +$160,362 | $24.80 | 3 |
| 2024 Q4 | 56,884 | $1,410,712 | +$1,410,712 | $24.80 | 2 |