# ISHARES TR (IDAT)

> Institutional ownership reported to the SEC as of Q1 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IDAT/

- Reporting holders: 1
- Reported value: $288.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Phillip James Consulting Co.](https://holderbook.com/funds/2111830-phillip-james-consulting-co/) | $288.0K | 12,590 | 0.2% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2026 | 1 | $288.0K |
| Q2 2025 | 7 | $425.6K |
| Q1 2025 | 7 | $690.7K |
| Q4 2024 | 7 | $1.0M |
| Q3 2024 | 7 | $1.6M |
| Q2 2024 | 6 | $1.4M |
| Q1 2024 | 9 | $2.0M |
| Q4 2023 | 10 | $1.7M |
| Q3 2023 | 8 | $905.1K |
| Q2 2023 | 10 | $1.3M |
| Q1 2023 | 8 | $1.0M |
| Q4 2022 | 11 | $1.7M |