ISHARES TR - LIFEPATH RETIREM (IRTR)

CUSIP: 46438G844

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / LIFEPATH RETIREM
Total 13F shares
56,712
Share change
+35,266
Total reported value
$1,680,077
Price per share
$29.71
Number of holders
5
Value change
+$1,051,753
Number of buys
3
Number of sells
2

Quarterly Holders Quick Answers

What is CUSIP 46438G844?
CUSIP 46438G844 identifies IRTR - ISHARES TR - LIFEPATH RETIREM in SEC institutional holdings data.

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Institutional Holders of ISHARES TR - LIFEPATH RETIREM (IRTR) as of Q2 2025

As of 30 Jun 2025, ISHARES TR - LIFEPATH RETIREM (IRTR) was held by 5 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 56,712 shares. The largest 5 holders included Valmark Advisers, Inc., CITADEL ADVISORS LLC, Geneos Wealth Management Inc., Sunbelt Securities, Inc., and AMERIFLEX GROUP, INC.. This page lists 5 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
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.