iShares Lifepath RetirementIRTRETF
13F holders, Q1 2026 (March 31)5holders
1new positions
1sold out
$30.61avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding iShares Lifepath Retirement (IRTR) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Valmark Advisers, Inc. ($1.1M), Sunbelt Securities, Inc. ($212K) and Geneos Wealth Management Inc. ($111K).
- Company
- iShares Lifepath Retirement
- CUSIP
- 46438G844
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $89K |
| Exits | 1 | $535K |
All 13F filers, Q4 2025 → Q1 2026: 2,898 shares bought and 18,111 shares sold, net −15,213 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 |
| Sunbelt Securities, Inc. | 0.01% | Add +0.0% | 6,910 | $212K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -17.3% | 3,640 | $111K |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,897 | $89K |
| Ameriflex Group, Inc. | 0.01% | No change | 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.