Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / LIFEPATH TGT2065
-
Total 13F shares
-
40,537
-
Share change
-
+5,726
-
Total reported value
-
$1,506,759
-
Price per share
-
$37.06
-
Number of holders
-
7
-
Value change
-
+$212,204
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of ISHARES TR - LIFEPATH TGT2065 (ITDI) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - LIFEPATH TGT2065 (ITDI) was held by
7 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
40,537 shares.
The largest 7 holders included
Orion Porfolio Solutions, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Heck Capital Advisors, LLC, CITADEL ADVISORS LLC, Cheviot Value Management, LLC, Sunbelt Securities, Inc., and Financial Management Professionals, Inc..
This page lists
7
institutional shareholders reporting positions in this security
for the Q3 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.