iShares Lfepth TRGT 2040ITDDETF
13F holders, Q2 2026 (June 30)7holders −2
1new positions
1sold out
$38.54avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, down 2 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Cerity Partners LLC ($231K), Lanark Financial, Inc. ($180K) and 10Elms LLP ($61K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $231K |
| Exits | 1 | $1.3M |
All 13F filers, Q1 2026 → Q2 2026: 7,611 shares bought and 37,840 shares sold, net −30,229 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Cerity Partners LLC | 0.00% | New | 6,000 | $231K |
| Lanark Financial, Inc. | 0.01% | No change | 4,679 | $180K |
| 10Elms LLP | 0.03% | Add +112.6% | 1,584 | $61K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +12.3% | 1,322 | $51K |
| Osaic Holdings, Inc. | 0.00% | Add +47.9% | 951 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +3190.0% | 329 | $13K |
| Hughes Financial Services, LLC | 0.00% | No change | 232 | $9K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.