iShares Lfepth TRGT 2040ITDDETF
13F holders, Q4 2025 (December 31)11holders +3
5new positions
2sold out
$35.19avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding iShares Lfepth TRGT 2040 (ITDD) in their 13F filings, up 3 from Q3 2025. 5 opened new positions and 2 sold out. The largest holders were Jane Street Group, LLC ($638K), Jmac Enterprises LLC ($494K) and Bellwether Advisors, LLC ($249K).
- Company
- iShares Lfepth TRGT 2040
- CUSIP
- 46438G794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 2 | $446K |
All 13F filers, Q3 2025 → Q4 2025: 35,902 shares bought and 12,730 shares sold, net +23,172 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Jane Street Group, LLC | 0.00% | New | 18,116 | $638K |
| Jmac Enterprises LLC | 0.09% | No change | 14,033 | $494K |
| Bellwether Advisors, LLC | 0.04% | New | 7,084 | $249K |
| Bank of America Corp. | 0.00% | New | 6,500 | $229K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 4,189 | $147K |
| Sunbelt Securities, Inc. | 0.01% | Add +15.9% | 2,613 | $92K |
| McIlrath & Eck, LLC | 0.01% | Add +7953.1% | 2,577 | $91K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 1,177 | $41K |
| Osaic Holdings, Inc. | 0.00% | No change | 643 | $23K |
| Farther Finance Advisors, LLC | 0.00% | New | 115 | $4K |
| Hughes Financial Services, LLC | 0.00% | No change | 60 | $2K |
"% of holder's portfolio" is ITDD's weight in each manager's 13F, not the share of iShares Lfepth TRGT 2040 the manager owns.