9 institutions reported holding $222,226 of ISHARES TR (ITDE) in SEC 13F filings for 2026-03-31. Largest institutional holders: Sunbelt Securities, Inc. ($60,116), Capital Advisors, Ltd. LLC ($53,000), MAI Capital Management ($51,832), Geneos Wealth Management Inc. ($44,775), OSAIC HOLDINGS, INC. ($12,142). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | $60,116 | 1,678 | Trimmed |
| 2 | Capital Advisors, Ltd. LLC | $53,000 | 1,475 | Hold |
| 3 | MAI Capital Management | $51,832 | 1,447 | Added |
| 4 | Geneos Wealth Management Inc. | $44,775 | 1,250 | Hold |
| 5 | OSAIC HOLDINGS, INC. | $12,142 | 339 | Hold |
| 6 | Farther Finance Advisors, LLC | $361 | 10 | New |
| 7 | BANK OF AMERICA CORP /DE/ | $0 | 0 | Exited |
| 8 | UBS Group AG | $0 | 0 | Exited |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31