Who owns ITDC?
Ishares Lifepath Target Date 2035 ETF · iShares
9 institutions reported holding ITDC, worth $1.9M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of ITDC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Integrated Wealth Concepts LLC | Waltham, MA | $422K | 11,501 | No change |
| LPL Financial LLC | Fort Mill, SC | $391K | 10,645 | New position |
| Commonwealth Equity Services, LLC | Waltham, MA | $293K | 7,982 | New position |
| Cyr Financial Inc. | Hennepin, IL | $269K | 7,330 | +70 shares |
| Creative Planning | Overland Park, KS | $244K | 6,662 | −251 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $211K | 5,758 | No change |
| 10Elms LLP | Tulsa, OK | $24K | 666 | New position |
| Halbert Hargrove Global Advisors, LLC | Long Beach, CA | $2K | 53 | No change |
| Vanguard Advisers Inc. | Malvern, PA | $440 | 12 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ITDC?
9 institutional managers reported holding ITDC in Form 13F filings for June 30, 2026, worth $1.9M in total. The largest reported position was held by Integrated Wealth Concepts LLC, at $422K.
Did institutions buy or sell ITDC last quarter?
Reported 13F value fell 37.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ITDC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.