ISHARES TR (ITDF)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
9
Reporting holders
$3.8M
Reported value
0.0%
Held as options
+2
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 | $1.2M | 29,061 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 28,977 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $438.6K | 10,571 | 0.01% | 2q | HELD |
| JANE STREET GROUP, LLC | $375.6K | 9,054 | 0.00% | 3q | +7.2%+$25.1K |
| Creative Planning | $230.0K | 5,545 | 0.00% | 2q | HELD |
| Sound Financial Strategies Group, LLC | $224.8K | 5,419 | 0.14% | new | NEW |
| 10Elms LLP | $108.0K | 2,604 | 0.05% | 2q | +11.5%+$11.1K |
| UBS Group AG | $31.8K | 767 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $2.1K | 50 | 0.00% | 3q | 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 | $3.8M | 92,048 | 4 | 2 | 0 | 0.0% |
| Q1 2026 | 7 | $1.3M | 35,047 | 3 | 1 | 1 | 0.0% |
| Q4 2025 | 7 | $1.9M | 51,549 | 3 | 0 | 2 | 0.0% |
| Q3 2025 | 7 | $1.7M | 45,647 | 3 | 2 | 0 | 0.0% |
| Q2 2025 | 4 | $685.6K | 20,064 | 1 | 0 | 1 | 0.0% |
| Q1 2025 | 3 | $298.0K | 9,600 | 1 | 0 | 0 | 0.0% |
| Q4 2024 | 5 | $944.2K | 30,193 | 4 | 0 | 1 | 0.0% |
| Q3 2024 | 2 | $4.1K | 154 | 2 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $343.6K | 11,441 | 1 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $336.7K | 11,448 | 2 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $1.4M | 50,000 | 1 | 0 | 0 | 0.0% |