iShares Lifepath RetirementIRTRETF
13F holders, Q2 2024 (June 30)2holders +1
2new positions
1sold out
1famous investor
$27.78avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($445K) and UBS Group AG ($556). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Lifepath Retirement
- CUSIP
- 46438G844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $446K |
| Exits | 1 | $1.1M |
All 13F filers, Q1 2024 → Q2 2024: 16,038 shares bought and 40,000 shares sold, net −23,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Citadel Advisors | 0.00% | New | 16,018 | $445K |
| UBS Group AG | 0.00% | New | 20 | $556 |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.