12 institutions reported holding $1.9M of ISHARES TR (ITDC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Integrated Wealth Concepts LLC ($422,089), LPL Financial LLC ($390,674), COMMONWEALTH EQUITY SERVICES, LLC ($292,940), Cyr Financial Inc. ($269,012), Creative Planning ($244,497). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | $422,089 | 11,501 | Hold |
| 2 | LPL Financial LLC | $390,674 | 10,645 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $292,940 | 7,982 | New |
| 4 | Cyr Financial Inc. | $269,012 | 7,330 | Added |
| 5 | Creative Planning | $244,497 | 6,662 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $211,318 | 5,758 | Hold |
| 7 | 10Elms LLP | $24,442 | 666 | New |
| 8 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $1,946 | 53 | Hold |
| 9 | VANGUARD GROUP INC | $440 | 12 | Hold |
| 10 | SCOTIA CAPITAL INC. | $0 | 0 | Exited |
| 11 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30