Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
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Equity / LIFEPATH RETIREM
-
Number of holders
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4
-
Total 13F shares, excl. options
-
16,188
-
Shares change
-
+3,175
-
Total reported value, excl. options
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$456,998
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Value change
-
+$89,767
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Number of buys
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2
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Number of sells
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-1
-
Price
-
$28.24
Significant Holders of ISHARES TR - LIFEPATH RETIREM (IRTR) as of Q4 2024
4 filings reported holding IRTR - ISHARES TR - LIFEPATH RETIREM as of Q4 2024.
ISHARES TR - LIFEPATH RETIREM (IRTR) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 16,188 shares
.
Largest 4 shareholders include CITADEL ADVISORS LLC (10,812 shares), Sunbelt Securities, Inc. (3,334 shares), UBS Group AG (1,560 shares), and AMERIFLEX GROUP, INC. (482 shares).
This table shows the top 4 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.