Institutional Ownership
Ishares Tr
CUSIP 46438G489LIFEPATH TARGETITDJQ1 2026
13D / 13G Filings
7
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
4
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
7 filings · latest Jan 21, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 21, 2026 | Blackrock Portfolio Management LLC | 13G/A | — | — | SEC |
| 2 | Oct 17, 2025 | Blackrock Portfolio Management LLC | 13G/A | 9.4% | 15.0K | SEC |
| 3 | Jul 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 12.5% | 15.0K | SEC |
| 4 | May 2, 2025 | Blackrock Portfolio Management LLC | 13G/A | 20.8% | 25.0K | SEC |
| 5 | Feb 7, 2025 | Blackrock Portfolio Management LLC | 13G | 50.0% | 40.0K | SEC |
| 6 | Feb 7, 2025 | Blackrock, Inc. | 13G/A | — | — | SEC |
| 7 | Dec 6, 2024 | Blackrock, Inc. | 13G | 50.0% | 40.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cetera Investment Advisers | 13.4K | $386.6K |
| 2 | Susquehanna International Group, LLP | 7.7K | $221.0K |
| 3 | Farther Finance Advisors, LLC | 3 | $87 |
| 4 | Capital Advisors, Ltd. LLC | 1.4K | $39 |