IRTR ISHARES TR
FollowLIFEP RETIR ETF (fund)
8 managers (8 13F filers) reported a position in IRTR shares at 2026-06-30, 68,815 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 4
- Added
- 2
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 68,815
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 35,621 | $1.14M | 0.01% | 0 | 13F-HRTimeline |
| Realta Investment Advisors | 9,364 | $301K | 0.09% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 7,763 | $249K | <0.01% | new | 13F-HRTimelineGroup |
| Summit Financial, LLC | 6,732 | $216K | <0.01% | new | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 5,460 | $175K | <0.01% | +1,820 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 2,918 | $93.7K | <0.01% | +21 | 13F-HRTimeline |
| AMERIFLEX GROUP, INC. | 482 | $15.5K | 0.01% | 0 | 13F-HRTimeline |
| Golden State Wealth Management, LLC | 475 | $15.3K | <0.01% | new | 13F-HRTimeline |