Institutional Ownership
Ishares Tr
CUSIP 46438G786LIFEPATH TGT2045ITDEQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Jan 8, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sunbelt Securities, Inc. | 1.7K | $60.1K |
| 2 | Mai Capital Management | 1.4K | $51.8K |
| 3 | Geneos Wealth Management Inc. | 1.3K | $44.8K |
| 4 | Osaic Holdings, Inc. | 339 | $12.1K |
| 5 | Farther Finance Advisors, LLC | 10 | $361 |
| 6 | Capital Advisors, Ltd. LLC | 1.5K | $53 |