ITDG

Ishares Lifepth Targ DT 2055ETF$42.89 0.92%
UnclassifiedCUSIP 46438G760· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was 10Elms LLP (new position).

Tracked 13F holders
3
2 in Q2 2026 filings
13F value (tracked)
$244K
13F moves · latest Q
1 added
0 reduced

Price & smart-money activity

$42.89 0.92%3Y +75.7%
$22.04$27.81$33.59$39.37$45.1520232024202520262
Hover for who · click for detailEnd-of-day closing prices52w $36.01 – $43.56

Who owns ITDG?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in ITDG as of the latest SEC 13F filings, a combined $244K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1LPL Financial LLC6K
$236K
New
+6K sh
Q1 2026
2Cheviot Value Management, LLC126
$5K
Held
Q2 2026
310Elms LLP59
$2K
New
+59 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ITDG being bought or sold by institutions?

Last quarter, 1 fund opened a new position in ITDG, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own ITDG also own

CompanyCo-held byTheir position there
Berkshire Hathaway Inc-CL BBRK/B2 funds$119.4M
Alphabet Inc-CL AGOOGL2 funds$57.9M
Johnson & JohnsonJNJ2 funds$39.6M
Ishr Ibx Usd Invgd CB ETF-UiLQD2 funds$35.9M
Visa Inc-Class A SharesV2 funds$27.6M
Ishares Core Msci Eafe ETFIEFA2 funds$25.6M
Meta Platforms Inc-Class AMETA2 funds$24.7M
Unilever PLC-Sponsored ADRUL2 funds$22.1M
Microsoft CorpMSFT2 funds$21.9M
Newmont CorpNEM2 funds$20.5M
Amazon.com IncAMZN2 funds$20.2M
Pfizer IncPFE2 funds$14.8M

Ranked by how many of ITDG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ITDG.

Institutional ownership over time

2 tracked filers in Q2 2026 filings+0 vs Q1 2026
012Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings: $8K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
LMUBmc157 funds$1.6B
IBDZmc116 funds$592.6M
IBMSmc108 funds$225.6M
TOPTmc94 funds$179.9M
IBCAmc82 funds$192.1M
IBMTmc68 funds$71.5M
IBTPmc60 funds$211.0M
MAXJmc47 funds$73.5M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for ITDG

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Ask your agent what changed in ITDG

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ITDG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ITDG.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ITDG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.