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Ishares Ibond 1-5 Trea LAD (LDRT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Nemes Rush Group LLC
NEW
Shares2,941,536
Change+2,941,536
Value$72.3M
Filed 2026-11-04
Beaumont Financial Advisors, LLC
INCREASED
Shares1,303,923 from 1,069,444
Change+234,479 (+22%)
Value$32.1M (+$5.2M)
Filed 2026-10-22
Gilbert Capital Group, Inc.
INCREASED
Shares113,144 from 62,169
Change+50,975 (+82%)
Value$2.8M (+$1.2M)
Filed 2026-10-28
Money Concepts Capital Corp
NEW
Shares108,433
Change+108,433
Value$2.7M
Filed 2026-11-06
Spinnaker Investment Group, LLC
DECREASED
Shares45,498 from 56,192
Change-10,694 (-19%)
Value$1.1M (-$291.9K)
Filed 2026-10-13
Commonwealth Equity Services, LLC
NEW
Shares37,029
Change+37,029
Value$910.6K
Filed 2026-11-02
Prospera Financial Services Inc
NEW
Shares14,414
Change+14,414
Value$357.9K
Filed 2026-11-04
Lewis Asset Management, LLC
NEW
Shares10,000
Change+10,000
Value$245.9K
Filed 2026-10-14
Strategic Blueprint, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$245.9K (-$5.2K)
Filed 2026-10-22
Fifth Third Bancorp
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$36.7K (-$769)
Filed 2026-11-05
Clearstead Trust, LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$3.0K (-$63)
Filed 2026-11-06
Treasure Coast Financial Planning
CLOSED
Shares0 from 68,889
Change-68,889 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-03
HM Payson & Co
N/A
Shares— from 1,899,940
Change-1,899,940 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 610,004
Change-610,004 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 73,189
Change-73,189 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 54,946
Change-54,946 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 33,367
Change-33,367 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,349
Change-24,349 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 16,349
Change-16,349 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,123
Change-11,123 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 4,790
Change-4,790 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 544
Change-544 (-100%)
Value—
Status
Nemes Rush Group LLC
NEW2,941,536—+2,941,536——$72.3M—2026-11-04
Beaumont Financial Advisors, LLC
INCREASED1,303,9231,069,444+234,479+22%$26.8M$32.1M+$5.2M2026-10-22
Gilbert Capital Group, Inc.
INCREASED113,14462,169+50,975+82%$1.6M$2.8M+$1.2M2026-10-28
Money Concepts Capital Corp
NEW108,433—+108,433——$2.7M—2026-11-06
Spinnaker Investment Group, LLC
DECREASED45,49856,192-10,694-19%$1.4M$1.1M-$291.9K2026-10-13
Commonwealth Equity Services, LLC
NEW37,029—+37,029——$910.6K—2026-11-02
Prospera Financial Services Inc
NEW14,414—+14,414——$357.9K—2026-11-04
Lewis Asset Management, LLC
NEW10,000—+10,000——$245.9K—2026-10-14
Strategic Blueprint, LLC
UNCHANGED10,00010,00000%$251.1K$245.9K-$5.2K2026-10-22
Fifth Third Bancorp
UNCHANGED1,4921,49200%$37.5K$36.7K-$7692026-11-05
Clearstead Trust, LLC
UNCHANGED12312300%$3.1K$3.0K-$632026-11-06
Treasure Coast Financial Planning
CLOSED068,889-68,889-100%$1.7M$0-$1.7M2026-11-03
HM Payson & Co
N/A—1,899,940-1,899,940-100%$47.7M———
Royal Bank of Canada
N/A—610,004-610,004-100%$15.3M———
HighTower Advisors, LLC
N/A—73,189-73,189-100%$1.8M———
Osaic Holdings, Inc.
N/A—54,946-54,946-100%$1.4M———
RFP Financial Group LLC
N/A—33,367-33,367-100%$842.5K———
Citadel Advisors LLC
N/A—24,349-24,349-100%$611.3K———
Raymond James Financial Inc
N/A—16,349-16,349-100%$410.4K———
Advisory Services Network, LLC
N/A—11,123-11,123-100%$279.2K———
Cary Street Partners Investment Advisory LLC
N/A—4,790-4,790-100%$120.3K———
Cary Street Partners Financial LLC
N/A—3,785-3,785-100%$95.0K———
Wells Fargo & Company
N/A—3,327-3,327-100%$83.5K———
Fiduciary Financial Advisors
N/A—544-544-100%$13.7K———
Showing 24 of 24 institutions