iShares Lfepth TRGT 2040ITDDETF
13F holders, Q2 2024 (June 30)2holders
2new positions
2sold out
$29.40avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, unchanged from Q1 2024. 2 opened new positions and 2 sold out. The largest holders were Heck Capital Advisors, LLC ($39K) and Osaic Holdings, Inc. ($10K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $49K |
| Exits | 2 | $812K |
All 13F filers, Q1 2024 → Q2 2024: 1,653 shares bought and 28,087 shares sold, net −26,434 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Heck Capital Advisors, LLC | 0.00% | New | 1,310 | $39K |
| Osaic Holdings, Inc. | 0.00% | New | 343 | $10K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.