Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / LIFEPATH TGT2035
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Number of holders
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7
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Total 13F shares, excl. options
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53,135
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Shares change
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-914
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Total reported value, excl. options
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$1,708,921
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Value change
-
-$22,294
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Number of buys
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3
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Number of sells
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-4
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Price
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$32.20
Significant Holders of ISHARES TR - LIFEPATH TGT2035 (ITDC) as of Q2 2025
9 filings reported holding ITDC - ISHARES TR - LIFEPATH TGT2035 as of Q2 2025.
ISHARES TR - LIFEPATH TGT2035 (ITDC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 53,135 shares
.
Largest 9 shareholders include CITADEL ADVISORS LLC (17,241 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (12,937 shares), Integrated Wealth Concepts LLC (11,501 shares), Cyr Financial Inc. (10,620 shares), Sunbelt Securities, Inc. (501 shares), Briaud Financial Planning, Inc (275 shares), HALBERT HARGROVE GLOBAL ADVISORS, LLC (60 shares), UBS Group AG (0 shares), and Heck Capital Advisors, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.