Institutional Ownership
Ishares Tr
CUSIP 46438G794LIFEPATH TGT2040ITDDQ1 2026
Institutional Holders
9
13F filers
Shares Held
50.7K
Aggregate institutional
Institutional Value
$1.73M
Q1 2026
Net New Holders
-2
3 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased0
Sold out5
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP | 37.8K | $1.32M | +37.8K | New |
| 2 | Nbc Securities, Inc. | 4.7K | $163.4K | +490 | Added |
| 3 | Mcilrath & Eck, LLC | 2.8K | $97.4K | +212 | Added |
| 4 | Sunbelt Securities, Inc. | 2.6K | $91.2K | 0 | Held |
| 5 | 10elms LLP | 745 | $26.0K | +745 | New |
| 6 | Osaic Holdings, Inc. | 643 | $22.4K | 0 | Held |
| 7 | Hughes Financial Services, LLC | 232 | $8.1K | +172 | Added |
| 8 | Harbour Investments, Inc. | 10 | $349 | +10 | New |
| 9 | Capital Advisors, Ltd. LLC | 1.2K | $41 | 0 | Held |