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Ishares Lifepath Target 2035 (ITDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cyr Financial Inc.
INCREASED
Shares7,388 from 7,330
Change+58 (+1%)
Value$268.7K (-$352)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares6,707 from 7,982
Change-1,275 (-16%)
Value$243.9K (-$49.0K)
Filed 2026-11-02
Creative Planning
INCREASED
Shares6,676 from 6,662
Change+14 (+0%)
Value$242.8K (-$1.7K)
Filed 2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares43 from 53
Change-10 (-19%)
Value$1.6K (-$382)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares0
Change0
Value$0
Filed 2026-10-19
Integrated Wealth Concepts LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 10,645
Change-10,645 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 5,758
Change-5,758 (-100%)
Value—
10Elms LLP
N/A
Shares— from 666
Change-666 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Cyr Financial Inc.
INCREASED7,3887,330+58+1%$269.0K$268.7K-$3522026-10-16
Commonwealth Equity Services, LLC
DECREASED6,7077,982-1,275-16%$292.9K$243.9K-$49.0K2026-11-02
Creative Planning
INCREASED6,6766,662+14+0%$244.5K$242.8K-$1.7K2026-11-02
Halbert Hargrove Global Advisors, LLC
DECREASED4353-10-19%$1.9K$1.6K-$3822026-10-16
UMB Private Wealth Management, LLC
NEW0—0——$0—2026-10-19
Integrated Wealth Concepts LLC
N/A—11,501-11,501-100%$422.1K———
LPL Financial LLC
N/A—10,645-10,645-100%$390.7K———
Osaic Holdings, Inc.
N/A—5,758-5,758-100%$211.3K———
10Elms LLP
N/A—666-666-100%$24.4K———
Vanguard Advisers Inc
N/A—12-12-100%$440———
Showing 10 of 10 institutions