ISHARES TR (ITDC)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
9
Reporting holders
$1.9M
Reported value
0.0%
Held as options
-1
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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | $422.1K | 11,501 | 0.00% | 2q | HELD |
| LPL Financial LLC | $390.7K | 10,645 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $292.9K | 7,982 | 0.00% | new | NEW |
| Cyr Financial Inc. | $269.0K | 7,330 | 0.14% | 7q | +1.0%+$2.6K |
| Creative Planning | $244.5K | 6,662 | 0.00% | 4q | -3.6%-$9.2K |
| OSAIC HOLDINGS, INC. | $211.3K | 5,758 | 0.00% | 2q | HELD |
| 10Elms LLP | $24.4K | 666 | 0.01% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $1.9K | 53 | 0.00% | 6q | HELD |
| VANGUARD ADVISERS INC | $440 | 12 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 9 | $1.9M | 50,609 | 3 | 1 | 1 | 0.0% |
| Q1 2026 | 10 | $3.0M | 88,116 | 4 | 2 | 1 | 0.0% |
| Q4 2025 | 8 | $1.3M | 39,036 | 3 | 1 | 3 | 0.0% |
| Q3 2025 | 9 | $2.5M | 74,301 | 3 | 2 | 2 | 0.0% |
| Q2 2025 | 6 | $1.7M | 52,860 | 0 | 2 | 2 | 0.0% |
| Q1 2025 | 8 | $1.6M | 54,049 | 3 | 4 | 1 | 0.0% |
| Q4 2024 | 5 | $678.7K | 22,734 | 4 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $589.8K | 19,029 | 1 | 1 | 0 | 0.0% |
| Q2 2024 | 1 | $33.3K | 1,147 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $332.1K | 11,607 | 2 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $273.1K | 10,000 | 1 | 0 | 0 | 0.0% |