iShares Lifepath Target 2035ITDCETF
13F holders, Q4 2024 (December 31)5holders +3
4new positions
1sold out
1famous investor
$29.85avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares Lifepath Target 2035 (ITDC) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Cyr Financial Inc. ($299K), Citadel Advisors ($208K) and UBS Group AG ($111K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Lifepath Target 2035
- CUSIP
- 46438G810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $633K |
| Exits | 1 | $549K |
All 13F filers, Q3 2024 → Q4 2024: 21,433 shares bought and 17,728 shares sold, net +3,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Cyr Financial Inc. | 0.27% | New | 10,018 | $299K |
| Citadel Advisors | 0.00% | New | 6,977 | $208K |
| UBS Group AG | 0.00% | New | 3,709 | $111K |
| Heck Capital Advisors, LLC | 0.01% | Add +17.5% | 1,529 | $46K |
| Sunbelt Securities, Inc. | 0.00% | New | 501 | $15K |
"% of holder's portfolio" is ITDC's weight in each manager's 13F, not the share of iShares Lifepath Target 2035 the manager owns.