ITDC ISHARES TR
FollowUIT EXCHANGE TRADED (fund)
9 managers (9 13F filers) reported a position in ITDC shares at 2026-06-30, 50,609 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 9
- New
- 3
- Added
- 1
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 50,609
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 11,501 | $422K | <0.01% | 0 | 13F-HRTimeline |
| LPL Financial LLC | 10,645 | $391K | <0.01% | new | 13F-HRTimeline |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,982 | $293K | <0.01% | new | 13F-HRTimeline |
| Cyr Financial Inc. | 7,330 | $269K | 0.14% | +70 | 13F-HRTimeline |
| Creative Planningin group Creative Planning | 6,662 | $244K | <0.01% | -251 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,758 | $211K | <0.01% | 0 | 13F-HRTimelineGroup |
| 10Elms LLP | 666 | $24.4K | 0.01% | new | 13F-HRTimeline |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 53 | $1.95K | <0.01% | 0 | 13F-HRTimeline |
| VANGUARD ADVISERS INCin group VANGUARD GROUP INC | 12 | $440 | <0.01% | 0 | 13F-HRTimelineGroup |