ISHARES TR - LIFEPATH TGT2040 (ITDD)

Historical Holders from Q4 2023 to Q1 2025

Symbol: ITDD
CUSIP: 46438G794
Type / Class: Equity / LIFEPATH TGT2040
All holders as of December 31, 2024: Q4 2024
Shares, excl. options: 48.2K
Holdings value: $1.47M
% of all portfolios: 0%
Grand Portfolio weight change: +0%
Number of holders: 4
Number of buys: 3
Number of sells: -2
Average Value change %: +0%
Average buys %: +0%
Average sells %: 0%

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Institutional Holders of ISHARES TR - LIFEPATH TGT2040 (ITDD)

Period	Reported Shares, Excl. Options	Value, Excl. Options	Change	Puts Notional Value	Calls Notional Value	Price	Investors
2025 Q1	4.18K	$127K	+$127K			$30.35	1
2024 Q4	48.2K	$1.47M	+$1.13M			$30.46	4
2024 Q3	9.38K	$295K	+$284K			$31.47	2
2024 Q2	343	$10.1K	-$802K			$29.41	1
2024 Q1	28.1K	$812K	-$1.12M			$28.91	2
2023 Q4	66.7K	$1.82M	+$1.82M			$27.36	2