Institutional Ownership
Ishares Tr
CUSIP 46438G810LIFEPATH TGT2035ITDCQ1 2026
Institutional Holders
10
13F filers
Shares Held
88.1K
Aggregate institutional
Institutional Value
$2.97M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased2
Decreased1
Sold out3
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Scotia Capital Inc. | 31.8K | $1.07M | +31.8K | New |
| 2 | Susquehanna International Group, LLP | 18.2K | $614.8K | +6.3K | Added |
| 3 | Integrated Wealth Concepts LLC | 11.5K | $388.3K | +11.5K | New |
| 4 | Cyr Financial Inc. | 7.3K | $245.1K | −2.9K | Reduced |
| 5 | Creative Planning | 6.9K | $233.4K | +930 | Added |
| 6 | Jane Street Group, LLC | 6.0K | $202.3K | +6.0K | New |
| 7 | Osaic Holdings, Inc. | 5.8K | $194.4K | +5.8K | New |
| 8 | Sunbelt Securities, Inc. | 662 | $22.3K | 0 | Held |
| 9 | Halbert Hargrove Global Advisors, LLC | 53 | $1.8K | 0 | Held |
| 10 | Vanguard Advisers Inc | 12 | $405 | +12 | First Filing |