Institutional Ownership
Ishares Tr
CUSIP 46438G786LIFEPATH TGT2045ITDEQ1 2026
Institutional Holders
6
13F filers
Shares Held
6.2K
Aggregate institutional
Institutional Value
$169.3K
Q1 2026
Net New Holders
-2
1 new · 3 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 out3
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 1.7K | $60.1K | −935 | Reduced |
| 2 | Mai Capital Management | 1.4K | $51.8K | +859 | Added |
| 3 | Geneos Wealth Management Inc. | 1.3K | $44.8K | 0 | Held |
| 4 | Osaic Holdings, Inc. | 339 | $12.1K | 0 | Held |
| 5 | Farther Finance Advisors, LLC | 10 | $361 | +10 | New |
| 6 | Capital Advisors, Ltd. LLC | 1.5K | $53 | 0 | Held |