| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 5% | -86% | $127,450 | -$637,250 | 5,000 | -83% | BlackRock Portfolio Management LLC | 28 Feb 2025 |
As of 31 Dec 2025, 3 institutional investors reported holding 121,665 shares of iSHARES TRUST - Common Stock (LDRI). This represents 122% of the company’s total 100,000 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (LDRI) together control 122% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 65% | 64,848 | +24% | 0% | $1,636,469 |
| Treasure Coast Financial Planning | 40% | 39,695 | +7.2% | 0.53% | $1,001,715 |
| Creative Planning | 17% | 17,122 | 0% | 0% | $432,079 |
| UBS Group AG | 0% | 0 | -100% | $0 | |
| JANE STREET GROUP, LLC | 0% | 0 | -100% | $0 | |
| Integrated Wealth Concepts LLC | 0% | 0 | -100% | $0 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 121,665 | $3,070,263 | -$216,014 | $25.24 | 3 |
| 2025 Q3 | 129,817 | $3,332,962 | -$970,122 | $25.68 | 6 |
| 2025 Q2 | 167,678 | $4,300,933 | +$2,758,773 | $25.65 | 5 |
| 2025 Q1 | 60,145 | $1,540,313 | +$20,790 | $25.61 | 4 |
| 2024 Q4 | 59,336 | $1,473,871 | +$1,473,871 | $24.84 | 3 |