Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / LIFEPATH TGT2035
-
Total 13F shares
-
54,049
-
Share change
-
+31,315
-
Total reported value
-
$1,620,944
-
Price per share
-
$29.99
-
Number of holders
-
8
-
Value change
-
+$939,142
-
Number of buys
-
7
-
Number of sells
-
1
Institutional Holders of ISHARES TR - LIFEPATH TGT2035 (ITDC) as of Q1 2025
As of 31 Mar 2025,
ISHARES TR - LIFEPATH TGT2035 (ITDC) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,049 shares.
The largest 8 holders included
SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, Integrated Wealth Concepts LLC, Cyr Financial Inc., Heck Capital Advisors, LLC, UBS Group AG, Sunbelt Securities, Inc., and HALBERT HARGROVE GLOBAL ADVISORS, LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q1 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.