iShares Lifepath Target 2035ITDCETF
13F holders, Q2 2026 (June 30)9holders −1
3new positions
3sold out
$36.70avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding iShares Lifepath Target 2035 (ITDC) in their 13F filings, down 1 from Q1 2026. 3 opened new positions and 3 sold out. The largest holders were Integrated Wealth Concepts LLC ($422K), LPL Financial LLC ($391K) and Commonwealth Equity Services, LLC ($293K).
- Company
- iShares Lifepath Target 2035
- CUSIP
- 46438G810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $708K |
| Exits | 3 | $1.9M |
All 13F filers, Q1 2026 → Q2 2026: 19,363 shares bought and 56,208 shares sold, net −36,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Integrated Wealth Concepts LLC | 0.00% | No change | 11,501 | $422K |
| LPL Financial LLC | 0.00% | New | 10,645 | $391K |
| Commonwealth Equity Services, LLC | 0.00% | New | 7,982 | $293K |
| Cyr Financial Inc. | 0.14% | Add +1.0% | 7,330 | $269K |
| Creative Planning | 0.00% | Reduce -3.6% | 6,662 | $244K |
| Osaic Holdings, Inc. | 0.00% | No change | 5,758 | $211K |
| 10Elms LLP | 0.01% | New | 666 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 53 | $2K |
| Vanguard Advisers Inc. | 0.00% | No change | 12 | $440 |
"% of holder's portfolio" is ITDC's weight in each manager's 13F, not the share of iShares Lifepath Target 2035 the manager owns.