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ITDF ISHARES TR

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LIFEPATH TGT2050 (fund)

9 managers (9 13F filers) reported a position in ITDF shares at 2026-06-30, 92,048 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
9
13F filers
9
New
4
Added
2
Reduced
0
Sold out
1
Shares held by filers
92,048

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.

HolderSharesValue% of portfolioChangeSource
Integrated Wealth Concepts LLC29,061$1.21M0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,977$1.2M<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,571$439K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,054$376K<0.01%+60613F-HRTimelineGroup
Creative Planningin group Creative Planning5,545$230K<0.01%013F-HRTimelineGroup
Sound Financial Strategies Group, LLC5,419$225K0.14%new13F-HRTimeline
10Elms LLP2,604$108K0.05%+26813F-HRTimeline
UBS Group AGin group UBS Group AG767$31.8K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC50$2.08K<0.01%013F-HRTimeline