Institutional Ownership
Ishares Tr
CUSIP 46438G760LIFEPATH TGT2055ITDGQ1 2026
Institutional Holders
4
13F filers
Shares Held
9.1K
Aggregate institutional
Institutional Value
$337.3K
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased1
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 6.4K | $236.5K | +6.4K | New |
| 2 | Sunbelt Securities, Inc. | 2.6K | $96.2K | +1.3K | Added |
| 3 | Cheviot Value Management, LLC | 126 | $4.7K | 0 | Held |
| 4 | Capital Advisors, Ltd. LLC | 3 | $0 | −98 | Reduced |