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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTIA CAPITAL INC. | History | New | 31,754 | 1,072 | 0.0% | — | 1 | +31,754 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,212 | 614 | 0.0% | 0.0% | 2 | +6,328 | 53.25% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 11,501 | 388 | 0.0% | — | 3 | +11,501 | New | Q1 2026 | May 15, 2026 |
| Cyr Financial Inc. | History | Reduced | 7,260 | 245 | 0.14% | 0.21% | 4 | -2,856 | -28.23% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 6,913 | 233 | 0.0% | 0.0% | 5 | +930 | 15.54% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,991 | 202 | 0.0% | — | 6 | +5,991 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 5,758 | 194 | 0.0% | — | 7 | +5,758 | New | Q1 2026 | May 15, 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% | Q1 2026 | Apr 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -638 | -100.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 08, 2026 |