iShares Lifepath Target 2030ITDBETF

13F holders, Q4 2025 (December 31)
6holders +4
5new positions
1sold out
1famous investor
$41.18avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding iShares Lifepath Target 2030 (ITDB) in their 13F filings, up 4 from Q3 2025. 5 opened new positions and 1 sold out. The largest holders were Citadel Advisors ($267K), Capital Advisors, Ltd. LLC ($232K) and Rothschild Investment LLC ($148K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Lifepath Target 2030
CUSIP
46438G828
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 1Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 4Q4 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 6Q4 2025Q1 2026: 9Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$674K
Exits1$335K

All 13F filers, Q3 2025 → Q4 2025: 16,231 shares bought and 10,166 shares sold, net +6,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Citadel Advisors 0.00% New 8,114 $267K
Capital Advisors, Ltd. LLC 0.03% New 2,817 $232K
Rothschild Investment LLC 0.01% New 4,500 $148K
Northwestern Mutual Wealth Management Co. 0.00% New 650 $21K
Sunbelt Securities, Inc. 0.00% No change 629 $21K
Osaic Holdings, Inc. 0.00% New 150 $5K

"% of holder's portfolio" is ITDB's weight in each manager's 13F, not the share of iShares Lifepath Target 2030 the manager owns.