iSHARES TRUST - ITDG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | History | No change | 2,595 | 96 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cheviot Value Management, LLC | History | No change | 126 | 5 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 60 | 3 | 0.0% | — | 3 | +57 | 1900.0% | Q2 2026 | Jul 16, 2026 |
| 10Elms LLP | History | New | 59 | 2 | 0.0% | — | 4 | +59 | New | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,381 | -100.0% | Q2 2026 | Aug 07, 2026 |