iShares Lfepth TRGT 2040ITDDETF
13F holders, Q2 2025 (June 30)6holders −3
0new positions
4sold out
$33.02avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, down 3 from Q1 2025. 0 opened new positions and 4 sold out. The largest holders were Susquehanna International Group, LLP ($520K), Jmac Enterprises LLC ($464K) and Lanark Financial, Inc. ($138K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $514K |
All 13F filers, Q1 2025 → Q2 2025: 14 shares bought and 26,163 shares sold, net −26,149 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Susquehanna International Group, LLP | 0.00% | Reduce -37.1% | 15,739 | $520K |
| Jmac Enterprises LLC | 0.10% | No change | 14,033 | $464K |
| Lanark Financial, Inc. | 0.01% | No change | 4,184 | $138K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 643 | $21K |
| Principal Securities, Inc. | 0.00% | No change | 554 | $18K |
| McIlrath & Eck, LLC | 0.00% | Add +280.0% | 19 | $636 |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.