iShares Lifepath RetirementIRTRETF
13F holders, Q1 2025 (March 31)5holders +1
1new positions
0sold out
1famous investor
$28.52avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($356K), Sunbelt Securities, Inc. ($167K) and Geneos Wealth Management Inc. ($74K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $74K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 6,813 shares bought and 1,555 shares sold, net +5,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Citadel Advisors | 0.00% | Add +15.5% | 12,487 | $356K |
| Sunbelt Securities, Inc. | 0.01% | Add +76.1% | 5,872 | $167K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,600 | $74K |
| Ameriflex Group, Inc. | 0.01% | No change | 482 | $14K |
| UBS Group AG | 0.00% | Reduce -99.7% | 5 | $143 |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.