iShares Lifepath RetirementIRTRETF
13F holders, Q2 2026 (June 30)8holders +3
4new positions
0sold out
$32.12avg. 13F price*
At the end of Q2 2026, 8 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, up 3 from Q1 2026. 4 opened new positions and 0 sold out. The largest holders were Valmark Advisers, Inc. ($1.1M), Realta Investment Advisors ($301K) and Jane Street Group, LLC ($249K).
- Company
- iShares Lifepath Retirement
- CUSIP
- 46438G844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $782K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 26,175 shares bought, net +26,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Valmark Advisers, Inc. | 0.01% | No change | 35,621 | $1.1M |
| Realta Investment Advisors | 0.09% | New | 9,364 | $301K |
| Jane Street Group, LLC | 0.00% | New | 7,763 | $249K |
| Summit Financial, LLC | 0.00% | New | 6,732 | $216K |
| Geneos Wealth Management Inc. | 0.00% | Add +50.0% | 5,460 | $175K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 2,918 | $94K |
| Ameriflex Group, Inc. | 0.01% | No change | 482 | $15K |
| Golden State Wealth Management, LLC | 0.00% | New | 475 | $15K |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.