ISHARES TR (ITDH)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
6
Reporting holders
$638.2K
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 |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $337.1K | 7,963 | 0.00% | 3q | HELD |
| Cyr Financial Inc. | $263.7K | 6,249 | 0.14% | 4q | +2.2%+$5.7K |
| Integrated Wealth Concepts LLC | $34.1K | 808 | 0.00% | new | NEW |
| 10Elms LLP | $2.3K | 54 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $971 | 23 | 0.00% | 2q | +91.7% |
| JPMORGAN CHASE & CO | $61 | 1 | 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 | 6 | $638.2K | 15,098 | 2 | 2 | 0 | 0.0% |
| Q1 2026 | 5 | $816.5K | 21,970 | 3 | 2 | 0 | 0.0% |
| Q4 2025 | 3 | $921.8K | 24,350 | 2 | 1 | 0 | 0.0% |
| Q3 2025 | 1 | $209.2K | 5,645 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $24.4K | 684 | 1 | 0 | 0 | 0.0% |
| Q1 2025 | 3 | $815.5K | 26,275 | 2 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $8.4K | 267 | 0 | 1 | 0 | 0.0% |
| Q3 2024 | 2 | $13.8K | 428 | 1 | 0 | 0 | 0.0% |
| Q2 2024 | 1 | $7.9K | 263 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 2 | $744.3K | 25,263 | 1 | 0 | 1 | 0.0% |
| Q4 2023 | 2 | $2.2M | 78,892 | 2 | 0 | 0 | 0.0% |