As of 31 Dec 2025, 11 institutional investors reported holding 57,107 shares of ISHARES TR - LIFEPATH TGT2040 (ITDD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 57,107 | $2,009,717 | +$817,434 | $35.20 | 11 |
| 2025 Q3 | 33,935 | $1,188,041 | -$43,271 | $35.03 | 8 |
| 2025 Q2 | 35,172 | $1,161,541 | -$820,729 | $33.03 | 6 |
| 2025 Q1 | 61,321 | $1,868,533 | +$378,256 | $30.48 | 9 |
| 2024 Q4 | 48,894 | $1,489,310 | +$1,154,534 | $30.46 | 5 |
| 2024 Q3 | 10,691 | $336,446 | +$284,426 | $31.47 | 3 |
| 2024 Q2 | 1,653 | $48,606 | -$763,412 | $29.40 | 2 |
| 2024 Q1 | 28,087 | $812,018 | -$1,115,842 | $28.91 | 2 |
| 2023 Q4 | 66,683 | $1,824,467 | +$1,824,467 | $27.36 | 2 |