iShares Lifepath Target 2035ITDCETF

13F holders, Q3 2024 (September 30)
2holders +1
1new positions
0sold out
$31.00avg. 13F price*

At the end of Q3 2024, 2 institutions reported holding iShares Lifepath Target 2035 (ITDC) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were StoneX Group Inc. ($549K) and Heck Capital Advisors, LLC ($40K).

Company
iShares Lifepath Target 2035
CUSIP
46438G810
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 2Q3 2024Q4 2024: 5Q4 2024Q1 2025: 8Q1 2025Q2 2025: 7Q2 2025Q3 2025: 9Q3 2025Q4 2025: 8Q4 2025Q1 2026: 10Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$549K
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 17,882 shares bought, net +17,882 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

StoneX Group Inc. 0.04% New 17,728 $549K
Heck Capital Advisors, LLC 0.00% Add +13.4% 1,301 $40K

"% of holder's portfolio" is ITDC's weight in each manager's 13F, not the share of iShares Lifepath Target 2035 the manager owns.