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ITDE ISHARES TR

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LIFEPATH TGT2045 (fund)

7 managers (7 13F filers) reported a position in ITDE shares at 2025-03-31, 13,863 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
7
13F filers
7
New
1
Added
1
Reduced
1
Sold out
1
Shares held by filers
13,863

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,605$264K<0.01%-3,21813F-HRTimelineGroup
Sunbelt Securities, Inc.2,625$80.7K0.01%+2,50413F-HRTimeline
Geneos Wealth Management Inc.1,100$33.8K<0.01%new13F-HRTimeline
Heck Capital Advisors, LLC869$26.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.339$10.4K<0.01%013F-HRTimelineGroup
MAI Capital Management325$9.99K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.