Who Owns iShares iBonds 1-5 Year TIPS Ladder ETF (LDRI)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$100.1B
% of Float Held
—
QoQ Change in Holders
+1 / -3
Price History
LDRI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Treasure Coast Financial Planning | New Position | +40K | +$1.0M |
| HighTower Advisors, LLC | Increased | +13K | +$-1.3B |
LDRI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Integrated Wealth Concepts LLC | Closed Position | -13K | -$335.7M |
| JANE STREET GROUP, LLC | Closed Position | -10K | -$265.2M |
| UBS Group AG | Closed Position | -3 | -$77K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Treasure Coast Financial Planning | 39,695 | $1.0M | 0.53% | Share |
| 2 | HighTower Advisors, LLC | 64,848 | $1.0M | 0.00% | Share |
| 3 | Creative Planning | 17,122 | $0 | 0.00% | Share |
LDRI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $2.0M | -2 |
| Q3 2025 | 5 | $2.4B | +0 |
| Q2 2025 | 5 | $2.3B | +1 |
| Q1 2025 | 4 | $1.5B | +0 |
| Q4 2024 | 4 | $1.5B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF). The largest holder is Treasure Coast Financial Planning with $1.0M in shares. This quarter, 1 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own LDRI?
As of Q4 2025, 3 institutional investors report holding LDRI (iShares iBonds 1-5 Year TIPS Ladder ETF) in their 13F filings.
Who is the largest institutional holder of LDRI?
The largest institutional holder of LDRI is Treasure Coast Financial Planning with $1.0M in shares.
Is institutional ownership of LDRI increasing or decreasing?
This quarter, 1 institutions opened new positions in LDRI and 3 closed their positions.