ITDD Institutional Ownership
iShares LifePath Target Date 2040 ETF
1W: -0.6%
1M: -1.1%
3M: -0.5%
YTD: +8.8%
1Y: +9.5%
$38.52
+0.24 (+0.63%)
Weekly Expected Move ±1.4%
$37
$38
$39
$39
$40
Overview
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Institutional Ownership — ITDD
8
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Cerity Partners LLC NEW | 6,000 | 231K | — | +0.0% | 1Q | SEC ↗ |
| 2 | LANARK FINANCIAL, INC. | 4,679 | 180K | — | +0.0% | 6Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC | 2,789 | 107K | +212 | +8.2% | 5Q | SEC ↗ |
| 4 | Sunbelt Securities, Inc. | 2,613 | 101K | — | +0.0% | 3Q | SEC ↗ |
| 5 | 10Elms LLP | 1,584 | 61K | +839 | +112.6% | 2Q | SEC ↗ |
| 6 | Capital Advisors, Ltd. LLC | 1,322 | 51K | +145 | +12.3% | 3Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 951 | 37K | +308 | +47.9% | 9Q | SEC ↗ |
| 8 | HARBOUR INVESTMENTS, INC. | 329 | 13K | +319 | +3190.0% | 2Q | SEC ↗ |
| 9 | Hughes Financial Services, LLC | 232 | 9K | — | +0.0% | 4Q | SEC ↗ |
| 10 | JMAC ENTERPRISES LLC | 0 | 0K | -14,033 | -100.0% | 5Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 0 | 0K | -115 | -100.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 0 | 0K | -18,116 | -100.0% | 1Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE | 0 | 0K | -6,500 | -100.0% | 1Q | SEC ↗ |
| 14 | Bellwether Advisors, LLC | 0 | 0K | -7,084 | -100.0% | 1Q | SEC ↗ |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -37,840 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Cerity Partners LLC | 6,000 | 231K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 37,840 | 1M |
| JANE STREET GROUP, LLC | 18,116 | 698K |
| JMAC ENTERPRISES LLC | 14,033 | 541K |
| Bellwether Advisors, LLC | 7,084 | 273K |
| BANK OF AMERICA CORP /DE | 6,500 | 250K |
| Farther Finance Advisors, LLC | 115 | 4K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| 10Elms LLP | +839 | +112.6% | 1,584 |
| HARBOUR INVESTMENTS, INC. | +319 | +3190.0% | 329 |
| OSAIC HOLDINGS, INC. | +308 | +47.9% | 951 |
| McIlrath & Eck, LLC | +212 | +8.2% | 2,789 |
| Capital Advisors, Ltd. LLC | +145 | +12.3% | 1,322 |
Biggest Decreases (0)
None.