iShares Lifepath RetirementIRTRETF
13F holders, Q3 2025 (September 30)5holders
1new positions
1sold out
$30.68avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Valmark Advisers, Inc. ($1.1M), Jane Street Group, LLC ($441K) and Sunbelt Securities, Inc. ($218K).
- Company
- iShares Lifepath Retirement
- CUSIP
- 46438G844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $441K |
| Exits | 1 | $383K |
All 13F filers, Q2 2025 → Q3 2025: 18,620 shares bought and 12,875 shares sold, net +5,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Valmark Advisers, Inc. | 0.01% | No change | 35,621 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 14,373 | $441K |
| Sunbelt Securities, Inc. | 0.01% | Add +112.9% | 7,099 | $218K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,400 | $135K |
| Ameriflex Group, Inc. | 0.01% | Add +100.0% | 964 | $30K |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.