iShares Lfepth TRGT 2040ITDDETF
13F holders, Q3 2025 (September 30)8holders +2
2new positions
0sold out
$35.01avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Jmac Enterprises LLC ($492K), Susquehanna International Group, LLP ($426K) and Lanark Financial, Inc. ($147K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $81K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 2,327 shares bought and 3,564 shares sold, net −1,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Jmac Enterprises LLC | 0.10% | No change | 14,033 | $492K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.6% | 12,176 | $426K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.0% | 4,183 | $147K |
| Sunbelt Securities, Inc. | 0.01% | New | 2,254 | $79K |
| Osaic Holdings, Inc. | 0.00% | No change | 643 | $22K |
| Principal Securities, Inc. | 0.00% | No change | 554 | $19K |
| Hughes Financial Services, LLC | 0.00% | New | 60 | $2K |
| McIlrath & Eck, LLC | 0.00% | Add +68.4% | 32 | $1K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.