iShares Lifepath RetirementIRTRETF
13F holders, Q4 2025 (December 31)5holders
0new positions
0sold out
$30.81avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Valmark Advisers, Inc. ($1.1M), Jane Street Group, LLC ($535K) and Sunbelt Securities, Inc. ($213K).
- Company
- iShares Lifepath Retirement
- CUSIP
- 46438G844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 2,978 shares bought and 672 shares sold, net +2,306 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% | Add +20.7% | 17,351 | $535K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.7% | 6,909 | $213K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,400 | $136K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 482 | $15K |
"% of holder's portfolio" is IRTR's weight in each manager's 13F, not the share of iShares Lifepath Retirement the manager owns.