As of 30 Sep 2025, 8 institutional investors reported holding 33,935 shares of ISHARES TR - LIFEPATH TGT2040 (ITDD).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 33,935 | $1,188,041 | -$43,272 | $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 | 48,221 | $1,468,812 | +$1,133,689 | $30.46 | 4 |
| 2024 Q3 | 9,381 | $295,220 | +$284,426 | $31.47 | 2 |
| 2024 Q2 | 343 | $10,086 | -$801,932 | $29.41 | 1 |
| 2024 Q1 | 28,087 | $812,018 | -$1,115,841 | $28.91 | 2 |
| 2023 Q4 | 66,683 | $1,824,467 | +$1,824,467 | $27.36 | 2 |