ITDC Institutional Ownership
iShares LifePath Target Date 2035 ETF
1W: -0.6%
1M: -1.3%
3M: -0.8%
YTD: +6.9%
1Y: +7.2%
$36.52
+0.16 (+0.44%)
Weekly Expected Move ±1.3%
$36
$36
$37
$37
$37
Overview
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Institutional Ownership — ITDC
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
3
New Positions
1
Increased
4
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (16 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Integrated Wealth Concepts LLC | 11,501 | 420K | — | +0.0% | 2Q | SEC ↗ |
| 2 | LPL Financial LLC NEW | 10,645 | 389K | — | +0.0% | 1Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 7,982 | 292K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cyr Financial Inc. | 7,330 | 268K | +70 | +1.0% | 7Q | SEC ↗ |
| 5 | Creative Planning | 6,662 | 243K | -251 | -3.6% | 4Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 5,758 | 210K | — | +0.0% | 2Q | SEC ↗ |
| 7 | 10Elms LLP NEW | 666 | 24K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Sunbelt Securities, Inc. | 662 | 24K | — | +0.0% | 6Q | SEC ↗ |
| 9 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 53 | 2K | — | +0.0% | 6Q | SEC ↗ |
| 10 | VANGUARD ADVISERS INC | 12 | 0K | — | +0.0% | 2Q | SEC ↗ |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -638 | -100.0% | 1Q | SEC ↗ |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -18,212 | -100.0% | 5Q | SEC ↗ |
| 13 | Kestra Advisory Services, LLC | 0 | 0K | -3,000 | -100.0% | 1Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 0 | 0K | -5,991 | -100.0% | 1Q | SEC ↗ |
| 15 | BANK OF AMERICA CORP /DE | 0 | 0K | -6,700 | -100.0% | 1Q | SEC ↗ |
| 16 | SCOTIA CAPITAL INC. | 0 | 0K | -31,754 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| LPL Financial LLC | 10,645 | 389K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,982 | 292K |
| 10Elms LLP | 666 | 24K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SCOTIA CAPITAL INC. | 31,754 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 18,212 | 665K |
| BANK OF AMERICA CORP /DE | 6,700 | 245K |
| JANE STREET GROUP, LLC | 5,991 | 219K |
| Kestra Advisory Services, LLC | 3,000 | 110K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 638 | 23K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cyr Financial Inc. | +70 | +1.0% | 7,330 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Creative Planning | -251 | -3.6% | 6,662 |