Institutional Ownership
Ishares Tr
CUSIP 46438G794LIFEPATH TGT2040ITDDQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
33.3%
Max % of class reported
Institutional Holders
9
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 | 9.1% | 20.0K | SEC |
| 3 | Mar 7, 2024 | Blackrock Inc. | 13G/A | 15.0% | 30.0K | SEC |
| 4 | Feb 7, 2024 | Blackrock Inc. | 13G/A | 25.0% | 50.0K | SEC |
| 5 | Feb 6, 2024 | Blackrock Inc. | 13G/A | 33.3% | 50.0K | SEC |
| 6 | Nov 7, 2023 | Blackrock Inc. | 13G | 33.3% | 50.0K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Susquehanna International Group, LLP | 37.8K | $1.32M |
| 2 | Nbc Securities, Inc. | 4.7K | $163.4K |
| 3 | Mcilrath & Eck, LLC | 2.8K | $97.4K |
| 4 | Sunbelt Securities, Inc. | 2.6K | $91.2K |
| 5 | 10elms LLP | 745 | $26.0K |
| 6 | Osaic Holdings, Inc. | 643 | $22.4K |
| 7 | Hughes Financial Services, LLC | 232 | $8.1K |
| 8 | Harbour Investments, Inc. | 10 | $349 |
| 9 | Capital Advisors, Ltd. LLC | 1.2K | $41 |