Institutional Ownership
Ishares Tr
CUSIP 46438G760LIFEPATH TGT2055ITDGQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
4
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest May 8, 2024
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 8, 2024 | Blackrock Inc. | 13G/A | — | — | SEC |
| 2 | Apr 5, 2024 | Blackrock Inc. | 13G/A | 7.1% | 10.0K | SEC |
| 3 | Mar 7, 2024 | Blackrock Inc. | 13G/A | 21.4% | 30.0K | SEC |
| 4 | Feb 7, 2024 | Blackrock Inc. | 13G/A | 28.6% | 40.0K | SEC |
| 5 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 50.0% | 50.0K | SEC |
| 6 | Nov 7, 2023 | Blackrock Inc. | 13G | 50.0% | 50.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 6.4K | $236.5K |
| 2 | Sunbelt Securities, Inc. | 2.6K | $96.2K |
| 3 | Cheviot Value Management, LLC | 126 | $4.7K |
| 4 | Capital Advisors, Ltd. LLC | 3 | $0 |