# ISHARES TR (ITDC)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ITDC/

- Reporting holders: 9
- Reported value: $2.3M
- 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 |
|---|---|---|---|---|
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $844.2K | 23,002 | 0.0% | 2 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $390.7K | 10,645 | 0.0% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $292.9K | 7,982 | 0.0% | 1 |
| [Cyr Financial Inc.](https://holderbook.com/funds/2010666-cyr-financial-inc/) | $269.0K | 7,330 | 0.1% | 7 |
| [Creative Planning](https://holderbook.com/funds/1540235-creative-planning/) | $244.5K | 6,662 | 0.0% | 4 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $211.3K | 5,758 | 0.0% | 2 |
| [10Elms LLP](https://holderbook.com/funds/2056650-10elms-llp/) | $24.4K | 666 | 0.0% | 1 |
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/) | $1.9K | 53 | 0.0% | 6 |
| [VANGUARD ADVISERS INC](https://holderbook.com/funds/947529-vanguard-advisers-inc/) | $440 | 12 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 9 | $2.3M |
| Q1 2026 | 10 | $3.0M |
| Q4 2025 | 8 | $1.3M |
| Q3 2025 | 9 | $2.5M |
| Q2 2025 | 7 | $1.7M |
| Q1 2025 | 8 | $1.6M |
| Q4 2024 | 5 | $678.7K |
| Q3 2024 | 2 | $589.8K |
| Q2 2024 | 1 | $33.3K |
| Q1 2024 | 2 | $332.1K |
| Q4 2023 | 1 | $273.1K |