iShares Lifepath RetirementIRTRETF
13F holders, Q4 2024 (December 31)4holders +2
1new positions
0sold out
1famous investor
$28.23avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($305K), Sunbelt Securities, Inc. ($94K) and UBS Group AG ($44K). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $94K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 3,345 shares bought and 170 shares sold, net +3,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Citadel Advisors | 0.00% | Reduce -1.6% | 10,812 | $305K |
| Sunbelt Securities, Inc. | 0.01% | New | 3,334 | $94K |
| UBS Group AG | 0.00% | Add +0.7% | 1,560 | $44K |
| Ameriflex Group, Inc. | 0.01% | — | 482 | $14K |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.