Who owns ITDH?
Ishares Lifepath Target Date 2060 ETF · iShares
6 institutions reported holding ITDH, worth $638K, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of ITDH
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $337K | 7,963 | No change |
| Cyr Financial Inc. | Hennepin, IL | $264K | 6,249 | +134 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $34K | 808 | New position |
| 10Elms LLP | Tulsa, OK | $2K | 54 | New position |
| Farther Finance Advisors, LLC | San Francisco, CA | $971 | 23 | +11 shares |
| JPMorgan Chase & Co | New York, NY | $61 | 1 | 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 ITDH?
6 institutional managers reported holding ITDH in Form 13F filings for June 30, 2026, worth $638K in total. The largest reported position was held by Wealth Enhancement Advisory Services, LLC, at $337K.
Did institutions buy or sell ITDH last quarter?
Reported 13F value fell 21.8% from March 31, 2026, which includes price moves as well as buying and selling. 2 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 ITDH 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.