ITDE ISHARES TR
FollowLIFEPATH TGT2045 (fund)
6 managers (6 13F filers) reported a position in ITDE shares at 2026-03-31, 6,199 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 3
- Shares held by filers
- 6,199
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 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 1,678 | $60.1K | <0.01% | -935 | 13F-HRTimeline |
| Capital Advisors, Ltd. LLC | 1,475 | $53K | 0.01% | 0 | 13F-HRTimeline |
| MAI Capital Management | 1,447 | $51.8K | <0.01% | +859 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 1,250 | $44.8K | <0.01% | 0 | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 339 | $12.1K | <0.01% | 0 | 13F-HRTimelineGroup |
| Farther Finance Advisors, LLC | 10 | $361 | <0.01% | new | 13F-HRTimeline |