iShares Lifepath Target 2030ITDBETF
13F holders, Q4 2024 (December 31)4holders +2
3new positions
1sold out
$29.32avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding iShares Lifepath Target 2030 (ITDB) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Susquehanna International Group, LLP ($595K), Sunbelt Securities, Inc. ($18K) and AE Wealth Management LLC ($15K).
- Company
- iShares Lifepath Target 2030
- CUSIP
- 46438G828
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $614K |
| Exits | 1 | $737K |
All 13F filers, Q3 2024 → Q4 2024: 21,161 shares bought and 24,147 shares sold, net −2,986 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Susquehanna International Group, LLP | 0.00% | New | 20,293 | $595K |
| Sunbelt Securities, Inc. | 0.00% | Add +48.0% | 629 | $18K |
| AE Wealth Management LLC | 0.00% | New | 514 | $15K |
| Morgan Stanley | 0.00% | New | 150 | $4K |
"% of holder's portfolio" is ITDB's weight in each manager's 13F, not the share of iShares Lifepath Target 2030 the manager owns.