iShares Lfepth TRGT 2040ITDDETF
13F holders, Q3 2024 (September 30)3holders +1
1new positions
0sold out
1famous investor
$31.47avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Citadel Advisors ($284K), Heck Capital Advisors, LLC ($41K) and Osaic Holdings, Inc. ($11K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $284K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 9,038 shares bought, net +9,038 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Citadel Advisors | 0.00% | New | 9,038 | $284K |
| Heck Capital Advisors, LLC | 0.00% | No change | 1,310 | $41K |
| Osaic Holdings, Inc. | 0.00% | No change | 343 | $11K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.