Who owns ITDD?
Ishares Lifepath Target Date 2040 ETF · iShares
7 institutions reported holding ITDD, worth $582K, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of ITDD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Cerity Partners LLC | New York, NY | $231K | 6,000 | New position |
| Lanark Financial, Inc. | Birmingham, AL | $180K | 4,679 | No change |
| 10Elms LLP | Tulsa, OK | $61K | 1,584 | +839 shares |
| Capital Advisors, Ltd. LLC | Shaker Heights, OH | $51K | 1,322 | +145 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $37K | 951 | +308 shares |
| Harbour Investments, Inc. | Madison, WI | $13K | 329 | +319 shares |
| Hughes Financial Services, LLC | Herndon, VA | $9K | 232 | 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 ITDD?
7 institutional managers reported holding ITDD in Form 13F filings for June 30, 2026, worth $582K in total. The largest reported position was held by Cerity Partners LLC, at $231K.
Did institutions buy or sell ITDD last quarter?
Reported 13F value fell 63.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 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 ITDD 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.