iShares Lifepath RetirementIRTRETF
13F holders, Q2 2025 (June 30)5holders
1new positions
1sold out
1famous investor
$29.62avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Valmark Advisers, Inc. ($1.1M), Citadel Advisors ($383K) and Geneos Wealth Management Inc. ($131K). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.1M |
| Exits | 1 | $143 |
All 13F filers, Q1 2025 → Q2 2025: 37,809 shares bought and 2,543 shares sold, net +35,266 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Valmark Advisers, Inc. | 0.01% | New | 35,621 | $1.1M |
| Citadel Advisors | 0.00% | Add +3.1% | 12,875 | $383K |
| Geneos Wealth Management Inc. | 0.00% | Add +69.2% | 4,400 | $131K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -43.2% | 3,334 | $94K |
| Ameriflex Group, Inc. | 0.01% | No change | 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.