Institutional Ownership
Ishares Tr
CUSIP 46438G844LIFEPATH RETIREMIRTRQ1 2026
Institutional Holders
5
13F filers
Shares Held
49.5K
Aggregate institutional
Institutional Value
$1.52M
Q1 2026
Net New Holders
+0
1 new · 1 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 out1
Institutional Holders
5 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 35.6K | $1.09M | 0 | Held |
| 2 | Sunbelt Securities, Inc. | 6.9K | $211.5K | +1 | Added |
| 3 | Geneos Wealth Management Inc. | 3.6K | $111.4K | −760 | Reduced |
| 4 | Aptus Capital Advisors, LLC | 2.9K | $88.7K | +2.9K | New |
| 5 | Ameriflex Group, Inc. | 482 | $14.8K | 0 | Held |