ISHARES TR (IDAT)
Institutional ownership reported to the SEC as of Q1 2026, across 18 quarters.
1
Reporting holders
$288.0K
Reported value
0.0%
Held as options
-6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Phillip James Consulting Co. | $288.0K | 12,590 | 0.22% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2026 | 1 | $288.0K | 12,590 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 7 | $425.6K | 11,771 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 7 | $690.7K | 22,863 | 1 | 1 | 2 | 0.0% |
| Q4 2024 | 7 | $1.0M | 31,146 | 4 | 1 | 1 | 0.0% |
| Q3 2024 | 6 | $1.4M | 43,976 | 3 | 0 | 2 | 0.0% |
| Q2 2024 | 4 | $1.3M | 42,424 | 0 | 1 | 2 | 0.0% |
| Q1 2024 | 7 | $2.0M | 67,182 | 3 | 2 | 1 | 0.0% |
| Q4 2023 | 7 | $1.5M | 52,879 | 3 | 2 | 0 | 0.0% |
| Q3 2023 | 5 | $474.1K | 20,189 | 0 | 1 | 0 | 0.0% |
| Q2 2023 | 6 | $303.2K | 12,442 | 2 | 2 | 0 | 0.0% |
| Q1 2023 | 4 | $226.0K | 9,531 | 0 | 0 | 1 | 0.0% |
| Q4 2022 | 6 | $1.3K | 59,688 | 0 | 2 | 1 | 0.0% |
| Q3 2022 | 10 | $2.1M | 107,466 | 0 | 1 | 2 | 0.0% |
| Q2 2022 | 11 | $2.3M | 111,879 | 4 | 2 | 1 | 0.0% |
| Q1 2022 | 9 | $2.6M | 98,276 | 5 | 1 | 0 | 0.0% |
| Q4 2021 | 7 | $2.6M | 86,939 | 4 | 0 | 0 | 0.0% |
| Q3 2021 | 6 | $4.6M | 178,687 | 2 | 0 | 3 | 0.0% |
| Q2 2021 | 4 | $7.3M | 283,196 | 4 | 0 | 0 | 0.0% |