iShares Lfepth TRGT 2040ITDDETF
13F holders, Q4 2024 (December 31)5holders +2
3new positions
1sold out
$30.46avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, up 2 from Q3 2024. 3 opened new positions and 1 sold out. The largest holders were Susquehanna International Group, LLP ($985K), Jmac Enterprises LLC ($427K) and Heck Capital Advisors, LLC ($40K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.4M |
| Exits | 1 | $284K |
All 13F filers, Q3 2024 → Q4 2024: 47,241 shares bought and 9,038 shares sold, net +38,203 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Susquehanna International Group, LLP | 0.00% | New | 32,324 | $985K |
| Jmac Enterprises LLC | 0.07% | New | 14,033 | $427K |
| Heck Capital Advisors, LLC | 0.00% | No change | 1,310 | $40K |
| Osaic Holdings, Inc. | 0.00% | Add +96.2% | 673 | $20K |
| Principal Securities, Inc. | 0.00% | New | 554 | $17K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.