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Ishares Ibonds 1-5 Corp LAD (LDRC)

CUSIP: 46438G539 | NYSE | 25 institutional holders

Quarters

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

Gilbert Capital Group, Inc.235,221
4.1% of portfolio›$5.8M
CGN Advisors LLC128,173
0.2% of portfolio›$3.2M
SteelPeak Wealth, LLC57,886
0.0% of portfolio›$1.4M
Spinnaker Investment Group, LLC21,414
0.1% of portfolio›$527.5K
Elm3 Financial Group, LLC19,589
0.3% of portfolio›$482.6K
Prospera Financial Services Inc14,998
0.0% of portfolio›$372.1K
Commonwealth Equity Services, LLC14,926
0.0% of portfolio›$367.7K
StyleTurnoverLocationFiled
Gilbert Capital Group, Inc.
235,221$5.8M4.1%ETFHighNorth Yarmouth, ME2026-10-28
CGN Advisors LLC
128,173$3.2M0.2%ETFLowManhattan, KS2026-10-21
SteelPeak Wealth, LLC
57,886$1.4M0.0%GrowthHighWoodland Hills, CA2026-10-16
Spinnaker Investment Group, LLC
21,414$527.5K0.1%ETFLowNewport Beach, CA2026-10-13
Elm3 Financial Group, LLC
19,589$482.6K0.3%GrowthMediumAlpharetta, GA2026-10-07
Prospera Financial Services Inc
14,998$372.1K0.0%CoreMediumDallas, TX2026-11-04
Commonwealth Equity Services, LLC
14,926$367.7K0.0%ETFLowWaltham, MA2026-11-02