iSHARES TRUST - ITDC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | History | No change | 11,501 | 422 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LPL Financial LLC | History | New | 10,645 | 390 | 0.0% | — | 2 | +10,645 | New | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 7,982 | 292 | 0.0% | — | 3 | +7,982 | New | Q2 2026 | Jul 29, 2026 |
| Cyr Financial Inc. | History | Added to | 7,330 | 269 | 0.14% | 0.14% | 4 | +70 | 0.96% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | Reduced | 6,662 | 244 | 0.0% | 0.0% | 5 | -251 | -3.63% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,758 | 211 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | New | 666 | 24 | 0.01% | — | 7 | +666 | New | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 662 | 22 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31,754 | -100.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,212 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,991 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |