Institutional Ownership
Ishares Tr
CUSIP 46438G844LIFEPATH RETIREMIRTRQ1 2026
13D / 13G Filings
5
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
50.0%
Max % of class reported
Institutional Holders
5
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
5 filings · latest Jun 7, 2024
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Valmark Advisers, Inc. | 35.6K | $1.09M |
| 2 | Sunbelt Securities, Inc. | 6.9K | $211.5K |
| 3 | Geneos Wealth Management Inc. | 3.6K | $111.4K |
| 4 | Aptus Capital Advisors, LLC | 2.9K | $88.7K |
| 5 | Ameriflex Group, Inc. | 482 | $14.8K |