iShares Lfepth TRGT 2040ITDDETF

13F holders, Q1 2025 (March 31)
9holders +4
4new positions
0sold out
1famous investor
$30.47avg. 13F price*

At the end of Q1 2025, 9 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, up 4 from Q4 2024. 4 opened new positions and 0 sold out. The largest holders were Susquehanna International Group, LLP ($763K), Jmac Enterprises LLC ($428K) and Citadel Advisors ($401K). 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

051015 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 3Q3 2024Q4 2024: 5Q4 2024Q1 2025: 9Q1 2025Q2 2025: 6Q2 2025Q3 2025: 8Q3 2025Q4 2025: 11Q4 2025Q1 2026: 9Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$474K
Exits0$0

All 13F filers, Q4 2024 → Q1 2025: 15,549 shares bought and 7,306 shares sold, net +8,243 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 9 holders

Susquehanna International Group, LLP 0.00% Reduce -22.6% 25,018 $763K
Jmac Enterprises LLC 0.10% No change 14,033 $428K
Citadel Advisors 0.00% New 13,159 $401K
Lanark Financial, Inc. 0.01% — 4,184 $127K
Sunbelt Securities, Inc. 0.01% New 2,385 $73K
Heck Capital Advisors, LLC 0.00% No change 1,310 $40K
Osaic Holdings, Inc. 0.00% No change 673 $21K
Principal Securities, Inc. 0.00% No change 554 $17K
McIlrath & Eck, LLC 0.00% New 5 $150

"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.