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Ishrs IB 1-5 Year Tips L ETF (LDRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Davenport & Co LLC
DECREASED
Shares38,909 from 39,824
Change-915 (-2%)
Value$963.0K (-$55.5K)
Filed 2026-10-14
Gilbert Capital Group, Inc.
DECREASED
Shares18,510 from 22,378
Change-3,868 (-17%)
Value$458.1K (-$114.2K)
Filed 2026-10-28
Creative Planning
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$388.6K (-$13.0K)
Filed 2026-11-02
Prospera Financial Services Inc
NEW
Shares14,064
Change+14,064
Value$351.0K
Filed 2026-11-04
Treasure Coast Financial Planning
CLOSED
Shares0 from 31,640
Change-31,640 (-100%)
Value$0 (-$809.2K)
Filed 2026-11-03
HighTower Advisors, LLC
N/A
Shares— from 78,018
Change-78,018 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 15,378
Change-15,378 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 28
Change-28 (-100%)
Value—
Status
Davenport & Co LLC
DECREASED38,90939,824-915-2%$1.0M$963.0K-$55.5K2026-10-14
Gilbert Capital Group, Inc.
DECREASED18,51022,378-3,868-17%$572.3K$458.1K-$114.2K2026-10-28
Creative Planning
UNCHANGED15,70015,70000%$401.5K$388.6K-$13.0K2026-11-02
Prospera Financial Services Inc
NEW14,064—+14,064——$351.0K—2026-11-04
Treasure Coast Financial Planning
CLOSED031,640-31,640-100%$809.2K$0-$809.2K2026-11-03
HighTower Advisors, LLC
N/A—78,018-78,018-100%$2.0M———
Integrated Wealth Concepts LLC
N/A—15,378-15,378-100%$393.3K———
Jane Street Group, LLC
N/A—11,464-11,464-100%$293.2K———
SHP Wealth Management
N/A—28-28-100%$725———
Showing 9 of 9 institutions