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Ishares Ibond 1-5 Trea LAD (LDRT)

CUSIP: 46438G521 | NYSE | 34 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Nemes Rush Group LLC2,941,536
5.9% of portfolio›$72.3M
Beaumont Financial Advisors, LLC1,303,923
2.0% of portfolio›$32.1M
Gilbert Capital Group, Inc.113,144
2.0% of portfolio›$2.8M
Money Concepts Capital Corp108,433
0.1% of portfolio›$2.7M
Spinnaker Investment Group, LLC45,498
0.2% of portfolio›$1.1M
Commonwealth Equity Services, LLC37,029
0.0% of portfolio›$910.6K
Prospera Financial Services Inc14,414
0.0% of portfolio›$357.9K
Strategic Blueprint, LLC10,000
0.0% of portfolio›$245.9K
Lewis Asset Management, LLC10,000
0.1% of portfolio›$245.9K
Fifth Third Bancorp1,492
0.0% of portfolio›$36.7K
Clearstead Trust, LLC123
0.0% of portfolio›$3.0K
StyleTurnoverLocationFiled
Nemes Rush Group LLC
2,941,536$72.3M5.9%CoreVery LowNovi, MI2026-11-04
Beaumont Financial Advisors, LLC
1,303,923$32.1M2.0%GrowthMediumNeedham, MA2026-10-22
Gilbert Capital Group, Inc.
113,144$2.8M2.0%ETFHighNorth Yarmouth, ME2026-10-28
Money Concepts Capital Corp
108,433$2.7M0.1%ETFMediumPalm Beach Gardens, FL2026-11-06
Spinnaker Investment Group, LLC
45,498$1.1M0.2%ETFLowNewport Beach, CA2026-10-13
Commonwealth Equity Services, LLC
37,029$910.6K0.0%ETFLowWaltham, MA2026-11-02
Prospera Financial Services Inc
14,414$357.9K0.0%CoreMediumDallas, TX2026-11-04
Strategic Blueprint, LLC
10,000$245.9K0.0%ETFLowAtlanta, GA2026-10-22
Lewis Asset Management, LLC
10,000$245.9K0.1%GrowthLowLafayette, CA2026-10-14
Fifth Third Bancorp
1,492$36.7K0.0%IndexVery LowCincinnati, OH2026-11-05
Clearstead Trust, LLC
123$3.0K0.0%GrowthLowPortland, ME2026-11-06